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Rupert Michael Fraser

KILDARE PARTNERS US, LLC·WESTLAKE, Texas
Clean recordKILDARE PARTNERS US, LLC
7 VILLAGE CIRCLE, WESTLAKE, TX 76262CRD# 6236941Firm CRD# 167984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rupert Michael Fraser · WESTLAKE, TX
Registration
CRD #6236941 · KILDARE PARTNERS US, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rupert Michael Fraser 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
View all advisors at KILDARE PARTNERS US, LLC →
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# 6236941
Firm CRD# 167984
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rupert Michael Fraser offer?
Rupert Michael Fraser specializes in Retirement Planning. Contact their office in WESTLAKE, Texas for a consultation.
What are Rupert Michael Fraser's credentials?
Rupert Michael Fraser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rupert Michael Fraser located?
Rupert Michael Fraser 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 Rupert Michael Fraser charge for services?
Rupert Michael Fraser'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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Other Advisors at KILDARE PARTNERS US, LLC

Dennis John Collins
WESTLAKE, TX
Graham Brenton Ross Collis
WESTLAKE, TX
Marc Lewis Lipshy
WESTLAKE, TX
Alec Ross Anderson
WESTLAKE, TX
Ellis Short
WESTLAKE, TX
Emer Mary Finnan
WESTLAKE, TX

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Research
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