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James Dennis Mccarron

LATTICE CAPITAL MANAGEMENT LLC·KIRKLAND, Washington
Unclaimed Profile
1014 MARKET STREET, KIRKLAND, WA 98033CRD# 1529256Firm CRD# 141860
01

About

James Dennis Mccarron is a registered financial advisor based in KIRKLAND, Washington, affiliated with LATTICE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LATTICE CAPITAL MANAGEMENT LLC
LATTICE CAPITAL MANAGEMENT LLC
AUM
$755M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LATTICE CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1529256
Firm CRD# 141860
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Dennis Mccarron offer?
James Dennis Mccarron specializes in Retirement Planning. Contact their office in KIRKLAND, Washington for a consultation.
What are James Dennis Mccarron's credentials?
James Dennis Mccarron is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Dennis Mccarron located?
James Dennis Mccarron is based in KIRKLAND, Washington, working with LATTICE CAPITAL MANAGEMENT LLC. Their office serves clients in the KIRKLAND metropolitan area and surrounding communities.
How does James Dennis Mccarron charge for services?
James Dennis Mccarron'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 LATTICE CAPITAL MANAGEMENT LLC?
LATTICE CAPITAL MANAGEMENT LLC has approximately 7 employees and manages $755M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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