Unclaimed Profile

Wendy Katz Nunez

CHAMPLAIN INVESTMENT PARTNERS, LLC·BURLINGTON, Vermont

Clean recordCHAMPLAIN INVESTMENT PARTNERS, LLC

180 BATTERY STREET, BURLINGTON, VT 05401-5334CRD# 2061350Firm CRD# 132474

Profile Verification

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

Identity

Wendy Katz Nunez · BURLINGTON, VT

Registration

CRD #2061350 · CHAMPLAIN INVESTMENT PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Wendy Katz Nunez is a registered financial advisor based in BURLINGTON, Vermont, affiliated with CHAMPLAIN INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CHAMPLAIN INVESTMENT PARTNERS, LLC

AUM

$17.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHAMPLAIN INVESTMENT PARTNERS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2061350

Firm CRD# 132474

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Wendy Katz Nunez offer?

Wendy Katz Nunez specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BURLINGTON, Vermont for a consultation.

What are Wendy Katz Nunez's credentials?

Wendy Katz Nunez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wendy Katz Nunez located?

Wendy Katz Nunez is based in BURLINGTON, Vermont, working with CHAMPLAIN INVESTMENT PARTNERS, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.

How does Wendy Katz Nunez charge for services?

Wendy Katz Nunez'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 CHAMPLAIN INVESTMENT PARTNERS, LLC?

CHAMPLAIN INVESTMENT PARTNERS, LLC has approximately 42 employees and manages $17.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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