Unclaimed Profile

Peter Castrop Mertz

GLOBAL FOREST PARTNERS LP·LEBANON, New Hampshire

Clean recordGLOBAL FOREST PARTNERS LP

67 ETNA ROAD, LEBANON, NH 03766CRD# 2830389Firm CRD# 127064

Profile Verification

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

Identity

Peter Castrop Mertz · LEBANON, NH

Registration

CRD #2830389 · GLOBAL FOREST PARTNERS LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Peter Castrop Mertz is a registered financial advisor based in LEBANON, New Hampshire, affiliated with GLOBAL FOREST PARTNERS LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GLOBAL FOREST PARTNERS LP

AUM

$3.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GLOBAL FOREST PARTNERS LP →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2830389

Firm CRD# 127064

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter Castrop Mertz offer?

Peter Castrop Mertz specializes in Retirement Planning, Wealth Management. Contact their office in LEBANON, New Hampshire for a consultation.

What are Peter Castrop Mertz's credentials?

Peter Castrop Mertz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Castrop Mertz located?

Peter Castrop Mertz is based in LEBANON, New Hampshire, working with GLOBAL FOREST PARTNERS LP. Their office serves clients in the LEBANON metropolitan area and surrounding communities.

How does Peter Castrop Mertz charge for services?

Peter Castrop Mertz's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLOBAL FOREST PARTNERS LP?

GLOBAL FOREST PARTNERS LP has approximately 23 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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