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Jean-Pierre R Bourtin

HIGHCREST CAPITAL, LLC·FREDRICKSBURG, Texas
Unclaimed Profile
208 S. LLANO ST., FREDRICKSBURG, TX 78624CRD# 6894815Firm CRD# 291007
01

About

Jean-Pierre R Bourtin is a registered financial advisor based in FREDRICKSBURG, Texas, affiliated with HIGHCREST CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HIGHCREST CAPITAL, LLC
HIGHCREST CAPITAL, LLC
AUM
$667M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at HIGHCREST CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6894815
Firm CRD# 291007
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jean-Pierre R Bourtin offer?
Jean-Pierre R Bourtin specializes in Retirement Planning. Contact their office in FREDRICKSBURG, Texas for a consultation.
What are Jean-Pierre R Bourtin's credentials?
Jean-Pierre R Bourtin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jean-Pierre R Bourtin located?
Jean-Pierre R Bourtin is based in FREDRICKSBURG, Texas, working with HIGHCREST CAPITAL, LLC. Their office serves clients in the FREDRICKSBURG metropolitan area and surrounding communities.
How does Jean-Pierre R Bourtin charge for services?
Jean-Pierre R Bourtin'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 HIGHCREST CAPITAL, LLC?
HIGHCREST CAPITAL, LLC has approximately 19 employees and manages $667M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FREDRICKSBURG
Kenneth Sloan Gunter — HIGHCREST CAPITAL, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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Research
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