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Kimberly Ann Samrock

PJC CAPITAL PARTNERS LLC·MINNEAPOLIS, Minnesota
Clean recordPJC CAPITAL PARTNERS LLC
800 NICOLLET MALL, MINNEAPOLIS, MN 55402CRD# 4410238Firm CRD# 165620

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Ann Samrock · MINNEAPOLIS, MN
Registration
CRD #4410238 · PJC CAPITAL PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kimberly Ann Samrock is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with PJC CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PSC CAPITAL PARTNERS LLC
PSC CAPITAL PARTNERS LLC
AUM
$301M
Regulatory assets under management
Employees
18
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4410238
Firm CRD# 165620
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05

Frequently Asked Questions

What services does Kimberly Ann Samrock offer?
Kimberly Ann Samrock specializes in Retirement Planning. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Kimberly Ann Samrock's credentials?
Kimberly Ann Samrock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Ann Samrock located?
Kimberly Ann Samrock is based in MINNEAPOLIS, Minnesota, working with PJC CAPITAL PARTNERS LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Kimberly Ann Samrock charge for services?
Kimberly Ann Samrock'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 PJC CAPITAL PARTNERS LLC?
PJC CAPITAL PARTNERS LLC has approximately 18 employees and manages $301M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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