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CAYWOOD-SCHOLL CAPITAL MANAGEMENT LLC
CAYWOOD-SCHOLL CAPITAL MANAGEMENT LLC
SAN DIEGO, California
·
3 registered advisors
·
CRD# 109627
SEC# 801-57906
858-452-3811
01
Firm Overview
AUM
$1.7B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CAYWOOD-SCHOLL CAPITAL MANAGEMENT LLC
3 registered advisors
Dora Fong
LA JOLLA, California
CRD# 4378627
Eric Keith Scholl
LA JOLLA, California
CRD# 862924
Thomas William Saake
LA JOLLA, California
CRD# 1946031
05
Office Locations
LA JOLLA, California
3 advisors
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Data sourced from SEC Form ADV filings. CAYWOOD-SCHOLL CAPITAL MANAGEMENT LLC (CRD# 109627) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.