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CASTLE CREEK ADVISORS IV LLC
CASTLE CREEK ADVISORS IV LLC
SAN DIEGO, California
·
11 registered advisors
·
CRD# 158079
SEC# 801-72923
2
858-756-8300
01
Firm Overview
AUM
$979M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at CASTLE CREEK ADVISORS IV LLC
11 registered advisors
Anthony R Scavuzzo
SAN DIEGO, California
CRD# 6276394
David James Volk
SAN DIEGO, California
CRD# 4393759
Deborah Sykes
SAN DIEGO, California
CRD# 7472715
John Matthew Eggemeyer
SAN DIEGO, California
CRD# 1735610
John Tomasz Pietrzak
SAN DIEGO, California
CRD# 5010263
Joseph Mikesell Thomas
SAN DIEGO, California
CRD# 2581856
Mark Gerard Merlo
SAN DIEGO, California
CRD# 2408890
Martin Joseph Szumski
SAN DIEGO, California
CRD# 6317251
Sharon Krickl Moody
RANCHO SANTA FE, California
CRD# 6009905
Sundeep Vijay Rana
SAN DIEGO, California
CRD# 4675444
William John Ruh
RANCHO SANTA FE, California
CRD# 2652681
05
Office Locations
SAN DIEGO, California
9 advisors
RANCHO SANTA FE, California
2 advisors
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Data sourced from SEC Form ADV filings. CASTLE CREEK ADVISORS IV LLC (CRD# 158079) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.