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Lindsay P Ilizaliturri

WPA FAMILY OFFICE, LLC·DALLAS, Texas
Unclaimed Profile
12240 INWOOD ROAD, DALLAS, TX 75244CRD# 7788468Firm CRD# 315566
01

About

Lindsay P Ilizaliturri is a registered financial advisor based in DALLAS, Texas, affiliated with WPA FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WPA FAMILY OFFICE, LLC
WPA FAMILY OFFICE, LLC
AUM
$142M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WPA FAMILY OFFICE, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7788468
Firm CRD# 315566
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lindsay P Ilizaliturri offer?
Lindsay P Ilizaliturri specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Lindsay P Ilizaliturri's credentials?
Lindsay P Ilizaliturri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lindsay P Ilizaliturri located?
Lindsay P Ilizaliturri is based in DALLAS, Texas, working with WPA FAMILY OFFICE, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Lindsay P Ilizaliturri charge for services?
Lindsay P Ilizaliturri's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WPA FAMILY OFFICE, LLC?
WPA FAMILY OFFICE, LLC has approximately 6 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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