Unclaimed Profile

William Ralph Birt Iii

CELERES CAPITAL MANAGEMENT, LLC·CHICAGO, Illinois

Clean recordCELERES CAPITAL MANAGEMENT, LLC

401 NORTH MICHIGAN AVENUE, CHICAGO, IL 60611CRD# 4429569Firm CRD# 169925

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Ralph Birt Iii · CHICAGO, IL

Registration

CRD #4429569 · CELERES CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Ralph Birt Iii is a registered financial advisor based in CHICAGO, Illinois, affiliated with CELERES CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Financial Education

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CELERES CAPITAL MANAGEMENT, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Educational seminars/workshops

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4429569

Firm CRD# 169925

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Ralph Birt Iii offer?

William Ralph Birt Iii specializes in Investment Management, Retirement Planning, Wealth Management, Financial Education. Contact their office in CHICAGO, Illinois for a consultation.

What are William Ralph Birt Iii's credentials?

William Ralph Birt Iii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Ralph Birt Iii located?

William Ralph Birt Iii is based in CHICAGO, Illinois, working with CELERES CAPITAL MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does William Ralph Birt Iii charge for services?

William Ralph Birt Iii's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CELERES CAPITAL MANAGEMENT, LLC?

CELERES CAPITAL MANAGEMENT, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.

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