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CRITERION CAPITAL MANAGEMENT,LLC
CRITERION CAPITAL MANAGEMENT,LLC
CRITERION CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, California
·
6 registered advisors
·
CRD# 120541
SEC# 801-63521
0
415-834-3500
01
Firm Overview
AUM
$2.5B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
6
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 CRITERION CAPITAL MANAGEMENT,LLC
6 registered advisors
Christopher Hawkins Lord
SAN FRANCISCO, California
CRD# 1631526
Cortney Ryan Smith
SAN FRANCISCO, California
CRD# 5473474
David Kingston Riley
SAN FRANCISCO, California
CRD# 2680169
Hillary Dwight
SAN FRANCISCO, California
CRD# 6303610
John Joseph Micek
SAN FRANCISCO, California
CRD# 4438532
Tomoko Nakamura Fortune
SAN FRANCISCO, California
CRD# 2959402
05
Office Locations
SAN FRANCISCO, California
6 advisors
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Data sourced from SEC Form ADV filings. CRITERION CAPITAL MANAGEMENT,LLC (CRD# 120541) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.