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CARAVAN CAPITAL MANAGEMENT LLC
CARAVAN CAPITAL MANAGEMENT LLC
TACOMA, Washington
·
6 registered advisors
·
CRD# 148301
SEC# 801-110208
1
253-302-5035
01
Firm Overview
AUM
$70M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CARAVAN CAPITAL MANAGEMENT LLC
6 registered advisors
Clifford Hale Quisenberry
TACOMA, Washington
CRD# 2012059
Edward Young-Soo Kim
TACOMA, Washington
CRD# 4443744
Elizabeth Clapp Williams
TACOMA, Washington
CRD# 4370250
Frederick Miles Goldberg
TACOMA, Washington
CRD# 6189593
Glenn Everett Schorno
TACOMA, Washington
CRD# 6189595
Salvador Ibanez De Opacua
TACOMA, Washington
CRD# 3200599
05
Office Locations
TACOMA, Washington
6 advisors
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Data sourced from SEC Form ADV filings. CARAVAN CAPITAL MANAGEMENT LLC (CRD# 148301) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.