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Douglas Charles Wills

TRECAP PARTNERS, LLC·CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
161 WASHINGTON STREET, CONSHOHOCKEN, PA 19428CRD# 5758956Firm CRD# 151744
01

About

Douglas Charles Wills is a registered financial advisor based in CONSHOHOCKEN, Pennsylvania, affiliated with TRECAP PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HUNT INVESTMENT MANAGEMENT, LLC
HUNT INVESTMENT MANAGEMENT, LLC
AUM
$140M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at HUNT INVESTMENT MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ACQUISITION, ORIGINATION AND/OR DISPOSITION FEES
Regulatory
SEC/IARD CRD# 5758956
Firm CRD# 151744
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Douglas Charles Wills offer?
Douglas Charles Wills specializes in Retirement Planning, Wealth Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.
What are Douglas Charles Wills's credentials?
Douglas Charles Wills is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Charles Wills located?
Douglas Charles Wills is based in CONSHOHOCKEN, Pennsylvania, working with TRECAP PARTNERS, LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.
How does Douglas Charles Wills charge for services?
Douglas Charles Wills's firm is compensated through percentage of aum, performance-based fees, other: acquisition, origination and/or disposition fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRECAP PARTNERS, LLC?
TRECAP PARTNERS, LLC has approximately 22 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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