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Graham Brenton Ross Collis

KILDARE PARTNERS US, LLC·WESTLAKE, Texas
Clean recordKILDARE PARTNERS US, LLC
7 VILLAGE CIRCLE, WESTLAKE, TX 76262CRD# 6272216Firm CRD# 167984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Graham Brenton Ross Collis · WESTLAKE, TX
Registration
CRD #6272216 · KILDARE PARTNERS US, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Graham Brenton Ross Collis 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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
KILDARE PARTNERS US, LLC
KILDARE PARTNERS US, LLC
AUM
$1.9B
Regulatory assets under management
Employees
35
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: MISC. SERVICES IN EXCHANGE FOR FEES, AS DESCRIBED IN GOV. DOCS.
Regulatory
SEC/IARD CRD# 6272216
Firm CRD# 167984
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05

Frequently Asked Questions

What services does Graham Brenton Ross Collis offer?
Graham Brenton Ross Collis specializes in Retirement Planning. Contact their office in WESTLAKE, Texas for a consultation.
What are Graham Brenton Ross Collis's credentials?
Graham Brenton Ross Collis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Graham Brenton Ross Collis located?
Graham Brenton Ross Collis 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 Graham Brenton Ross Collis charge for services?
Graham Brenton Ross Collis'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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