Unclaimed Profile

Ellis Short

KILDARE PARTNERS US, LLC·WESTLAKE, Texas

Clean recordKILDARE PARTNERS US, LLC

1301 SOLANA BLVD., WESTLAKE, TX 76262CRD# 4381130Firm CRD# 167984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ellis Short · WESTLAKE, TX

Registration

CRD #4381130 · KILDARE PARTNERS US, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ellis Short is a registered financial advisor based in WESTLAKE, Texas, affiliated with KILDARE PARTNERS US, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

KILDARE PARTNERS US, LLC

AUM

$1.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at KILDARE PARTNERS US, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: MISC. SERVICES IN EXCHANGE FOR FEES, AS DESCRIBED IN GOV. DOCS.

Regulatory

SEC/IARD CRD# 4381130

Firm CRD# 167984

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Frequently Asked Questions

What services does Ellis Short offer?

Ellis Short specializes in Retirement Planning. Contact their office in WESTLAKE, Texas for a consultation.

What are Ellis Short's credentials?

Ellis Short is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ellis Short located?

Ellis Short is based in WESTLAKE, Texas, working with KILDARE PARTNERS US, LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.

How does Ellis Short charge for services?

Ellis Short's firm is compensated through percentage of aum, performance-based fees, other: misc. services in exchange for fees, as described in gov. docs.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KILDARE PARTNERS US, LLC?

KILDARE PARTNERS US, LLC has approximately 35 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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