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Wendy Katz Nunez

CHAMPLAIN INVESTMENT PARTNERS, LLC·BURLINGTON, Vermont
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180 BATTERY STREET, BURLINGTON, VT 05401-5334CRD# 2061350Firm CRD# 132474
01

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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CHAMPLAIN INVESTMENT PARTNERS, LLC
CHAMPLAIN INVESTMENT PARTNERS, LLC
AUM
$17.3B
Regulatory assets under management
Employees
42
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
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2061350
Firm CRD# 132474
No disclosures on file
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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Nearby cities in Vermont
MONTPELIER (49)SOUTH BURLINGTON (17)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)
City Guides
MONTPELIER GuideSOUTH BURLINGTON GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
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