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Todd Emil Dawes

PERSIMMON CAPITAL MANAGEMENT LP·BLUE BELL, Pennsylvania
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1777 SENTRY PARKWAY WEST, BLUE BELL, PA 19422CRD# 4547462Firm CRD# 108107
01

About

Todd Emil Dawes is a registered financial advisor based in BLUE BELL, Pennsylvania, affiliated with PERSIMMON CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
PERSIMMON CAPITAL MANAGEMENT LP
PERSIMMON CAPITAL MANAGEMENT LP
AUM
$263M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PERSIMMON CAPITAL MANAGEMENT LP →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4547462
Firm CRD# 108107
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Todd Emil Dawes offer?
Todd Emil Dawes specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BLUE BELL, Pennsylvania for a consultation.
What are Todd Emil Dawes's credentials?
Todd Emil Dawes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Emil Dawes located?
Todd Emil Dawes is based in BLUE BELL, Pennsylvania, working with PERSIMMON CAPITAL MANAGEMENT LP. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.
How does Todd Emil Dawes charge for services?
Todd Emil Dawes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERSIMMON CAPITAL MANAGEMENT LP?
PERSIMMON CAPITAL MANAGEMENT LP has approximately 4 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BLUE BELL
Edward Joseph Carpoletti — MERIDIAN WEALTH PARTNERS, LLCEdward Turner Borer — BORER DENTON & ASSOCIATES, INC.Albert Louis Denton — BORER DENTON & ASSOCIATES, INC.Kathleen Donnelly Hartung — BORER DENTON & ASSOCIATES, INC.Scott Jeffrey Mason — RUBICON WEALTH MANAGEMENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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