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William Guerdan Hardy

INVERDALE CAPITAL MANAGEMENT, LLC·DALLAS, Texas
Clean recordINVERDALE CAPITAL MANAGEMENT, LLC
4550 TRAVIS STREET, DALLAS, TX 75205CRD# 6758368Firm CRD# 165861

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Guerdan Hardy · DALLAS, TX
Registration
CRD #6758368 · INVERDALE CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Guerdan Hardy is a registered financial advisor based in DALLAS, Texas, affiliated with INVERDALE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
INVERDALE CAPITAL MANAGEMENT, LLC
INVERDALE CAPITAL MANAGEMENT, LLC
AUM
$82M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at INVERDALE CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6758368
Firm CRD# 165861
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Guerdan Hardy offer?
William Guerdan Hardy specializes in Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are William Guerdan Hardy's credentials?
William Guerdan Hardy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Guerdan Hardy located?
William Guerdan Hardy is based in DALLAS, Texas, working with INVERDALE CAPITAL MANAGEMENT, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does William Guerdan Hardy charge for services?
William Guerdan Hardy'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 INVERDALE CAPITAL MANAGEMENT, LLC?
INVERDALE CAPITAL MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $82M in regulatory assets under management. See their Form ADV for full details.
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