Unclaimed Profile

Eve Gerriets Mongiardo

BLUE WOLF CAPITAL PARTNERS LLC·NEW YORK, New York

Clean recordBLUE WOLF CAPITAL PARTNERS LLC

3 WORLD TRADE CENTER, NEW YORK, NY 10007CRD# 2641756Firm CRD# 162475

Profile Verification

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

Identity

Eve Gerriets Mongiardo · NEW YORK, NY

Registration

CRD #2641756 · BLUE WOLF CAPITAL PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eve Gerriets Mongiardo is a registered financial advisor based in NEW YORK, New York, affiliated with BLUE WOLF CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BLUE WOLF CAPITAL PARTNERS LLC

AUM

$2.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BLUE WOLF CAPITAL PARTNERS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2641756

Firm CRD# 162475

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eve Gerriets Mongiardo offer?

Eve Gerriets Mongiardo specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.

What are Eve Gerriets Mongiardo's credentials?

Eve Gerriets Mongiardo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eve Gerriets Mongiardo located?

Eve Gerriets Mongiardo is based in NEW YORK, New York, working with BLUE WOLF CAPITAL PARTNERS LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Eve Gerriets Mongiardo charge for services?

Eve Gerriets Mongiardo'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 BLUE WOLF CAPITAL PARTNERS LLC?

BLUE WOLF CAPITAL PARTNERS LLC has approximately 38 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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