Claim Profile
AA

Alan John Andreini

MICHAELSON CAPITAL SFF II, LLC·LOWER GWYNEDD, Pennsylvania
Unclaimed Profile
1620 GRASSHOPPER LANE, LOWER GWYNEDD, PA 19002CRD# 803965Firm CRD# 290164
01

About

Alan John Andreini is a registered financial advisor based in LOWER GWYNEDD, Pennsylvania, affiliated with MICHAELSON CAPITAL SFF II, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MICHAELSON CAPITAL SFF II, LLC
MICHAELSON CAPITAL SFF II, LLC
AUM
$58M
Regulatory assets under management
Employees
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 803965
Firm CRD# 290164
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LOWER GWYNEDD?

Browse all registered financial advisors in LOWER GWYNEDD, Pennsylvania or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Alan John Andreini offer?
Alan John Andreini specializes in Retirement Planning. Contact their office in LOWER GWYNEDD, Pennsylvania for a consultation.
What are Alan John Andreini's credentials?
Alan John Andreini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan John Andreini located?
Alan John Andreini is based in LOWER GWYNEDD, Pennsylvania, working with MICHAELSON CAPITAL SFF II, LLC. Their office serves clients in the LOWER GWYNEDD metropolitan area and surrounding communities.
How does Alan John Andreini charge for services?
Alan John Andreini'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 MICHAELSON CAPITAL SFF II, LLC?
MICHAELSON CAPITAL SFF II, LLC is a registered investment adviser with the SEC, managing $58M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty