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John Charles Michaelson

MICHAELSON CAPITAL SFF II, LLC·LOWER GWYNEDD, Pennsylvania
Unclaimed Profile
1620 GRASSHOPPER LANE, LOWER GWYNEDD, PA 19002CRD# 721021Firm CRD# 290164
01

About

John Charles Michaelson 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.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
MICHAELSON CAPITAL SFF II, LLC
MICHAELSON CAPITAL SFF II, LLC
AUM
$58M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at MICHAELSON CAPITAL SFF II, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 721021
Firm CRD# 290164
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Charles Michaelson offer?
John Charles Michaelson specializes in Retirement Planning. Contact their office in LOWER GWYNEDD, Pennsylvania for a consultation.
What are John Charles Michaelson's credentials?
John Charles Michaelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Charles Michaelson located?
John Charles Michaelson 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 John Charles Michaelson charge for services?
John Charles Michaelson'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.
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Other advisors in LOWER GWYNEDD
Joshua John Myers — VESTA ADVISORS LLCVincent Stanley Capone — MICHAELSON CAPITAL SFF II, LLCAlan John Andreini — MICHAELSON CAPITAL SFF II, LLCAndrew W Robin — MICHAELSON CAPITAL SFF II, LLCLaurence Jones — MICHAELSON CAPITAL SFF II, 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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