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Josh Dirlam

SPRINGTIDE PARTNERS, LLC·CHICAGO, Illinois
Clean recordSPRINGTIDE PARTNERS, LLC
444 NORTH WABASH AVENUE, CHICAGO, IL 60611CRD# 6995047Firm CRD# 287968

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Josh Dirlam · CHICAGO, IL
Registration
CRD #6995047 · SPRINGTIDE PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Josh Dirlam is a registered financial advisor based in CHICAGO, Illinois, affiliated with SPRINGTIDE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SPRINGTIDE PARTNERS, LLC
SPRINGTIDE PARTNERS
AUM
$42M
Regulatory assets under management
Employees
9
Total firm employees
Services
Portfolio management (individuals)
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6995047
Firm CRD# 287968
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05

Frequently Asked Questions

What services does Josh Dirlam offer?
Josh Dirlam specializes in Investment Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Josh Dirlam's credentials?
Josh Dirlam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Josh Dirlam located?
Josh Dirlam is based in CHICAGO, Illinois, working with SPRINGTIDE PARTNERS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Josh Dirlam charge for services?
Josh Dirlam's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPRINGTIDE PARTNERS, LLC?
SPRINGTIDE PARTNERS, LLC has approximately 9 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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