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Walter Kirk Wycoff

PATRIOT FINANCIAL MANAGER, L.P.·RADNOR, Pennsylvania
Clean recordPATRIOT FINANCIAL MANAGER, L.P.
FOUR RADNOR CORPORATE CENTER, RADNOR, PA 19087CRD# 1437327Firm CRD# 159818

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Walter Kirk Wycoff · RADNOR, PA
Registration
CRD #1437327 · PATRIOT FINANCIAL MANAGER, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Walter Kirk Wycoff is a registered financial advisor based in RADNOR, Pennsylvania, affiliated with PATRIOT FINANCIAL MANAGER, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PATRIOT FINANCIAL MANAGER, L.P.
PATRIOT FINANCIAL MANAGER, L.P.
AUM
$1.0B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at PATRIOT FINANCIAL MANAGER, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: DIRECTOR FEES
Regulatory
SEC/IARD CRD# 1437327
Firm CRD# 159818
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Walter Kirk Wycoff offer?
Walter Kirk Wycoff specializes in Retirement Planning. Contact their office in RADNOR, Pennsylvania for a consultation.
What are Walter Kirk Wycoff's credentials?
Walter Kirk Wycoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Walter Kirk Wycoff located?
Walter Kirk Wycoff is based in RADNOR, Pennsylvania, working with PATRIOT FINANCIAL MANAGER, L.P.. Their office serves clients in the RADNOR metropolitan area and surrounding communities.
How does Walter Kirk Wycoff charge for services?
Walter Kirk Wycoff's firm is compensated through percentage of aum, performance-based fees, other: director fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PATRIOT FINANCIAL MANAGER, L.P.?
PATRIOT FINANCIAL MANAGER, L.P. has approximately 16 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PATRIOT FINANCIAL MANAGER, L.P.

James Joseph Lynch
RADNOR, PA
James Joseph Murphy
RADNOR, PA

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Research
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