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Richard Handly Fitzgerald

CSFC MANAGEMENT COMPANY, LLC·NASHVILLE, Tennessee
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3100 WEST END AVENUE, NASHVILLE, TN 37203CRD# 2654392Firm CRD# 161372
01

About

Richard Handly Fitzgerald is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with CSFC MANAGEMENT COMPANY, 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
CSFC MANAGEMENT COMPANY, LLC
CAPITALSPRING
AUM
$2.5B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at CSFC MANAGEMENT COMPANY, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2654392
Firm CRD# 161372
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Handly Fitzgerald offer?
Richard Handly Fitzgerald specializes in Retirement Planning, Wealth Management. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Richard Handly Fitzgerald's credentials?
Richard Handly Fitzgerald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Handly Fitzgerald located?
Richard Handly Fitzgerald is based in NASHVILLE, Tennessee, working with CSFC MANAGEMENT COMPANY, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Richard Handly Fitzgerald charge for services?
Richard Handly Fitzgerald'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 CSFC MANAGEMENT COMPANY, LLC?
CSFC MANAGEMENT COMPANY, LLC has approximately 33 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CSFC MANAGEMENT COMPANY, LLC

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NEW YORK, NY
Niels Carl Lorijn
NEW YORK, NY
Christopher Michael Unrath
NEW YORK, NY
Jane M Penelope
NEW YORK, NY
Lisa Lersner
NEW YORK, NY
Lukas Spiss
NEW YORK, NY

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Research
Advisor Fees in TennesseeNational Fee Analysis
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