Unclaimed Profile

Charlton Strofeld Ager

TAYLOR DERRICK CAPITAL, L.L.C.·SALT LAKE CITY, Utah

Clean recordTAYLOR DERRICK CAPITAL, L.L.C.

404 NORTH 300 WEST, SALT LAKE CITY, UT 84103CRD# 7244531Firm CRD# 158016

Profile Verification

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

Identity

Charlton Strofeld Ager · SALT LAKE CITY, UT

Registration

CRD #7244531 · TAYLOR DERRICK CAPITAL, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Charlton Strofeld Ager is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with TAYLOR DERRICK CAPITAL, L.L.C.. 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

TAYLOR DERRICK CAPITAL, L.L.C.

AUM

$770M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TAYLOR DERRICK CAPITAL, L.L.C. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 7244531

Firm CRD# 158016

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charlton Strofeld Ager offer?

Charlton Strofeld Ager specializes in Retirement Planning. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Charlton Strofeld Ager's credentials?

Charlton Strofeld Ager is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charlton Strofeld Ager located?

Charlton Strofeld Ager is based in SALT LAKE CITY, Utah, working with TAYLOR DERRICK CAPITAL, L.L.C.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Charlton Strofeld Ager charge for services?

Charlton Strofeld Ager's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAYLOR DERRICK CAPITAL, L.L.C.?

TAYLOR DERRICK CAPITAL, L.L.C. has approximately 18 employees and manages $770M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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