FILLMORE CAPITAL PARTNERS, LLC

COLUMBUS, Ohio·7 registered advisors·CRD# 139256
SEC# 801-732762614-781-1420
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at FILLMORE CAPITAL PARTNERS, LLC

7 registered advisors
Dustin Anthony Frazier
COLUMBUS, Ohio
Kurt Edward Gatterdam
SAN FRANCISCO, California
Larry Richard Heydon
COLUMBUS, Ohio
Michael Ohara Reinardy
COLUMBUS, Ohio
Milton Barry Patipa
SAN FRANCISCO, California
Ronald Eugene Silva
COLUMBUS, Ohio
Timothy Charles Getz
COLUMBUS, Ohio
05

Office Locations

COLUMBUS, Ohio
5 advisors
SAN FRANCISCO, California
2 advisors

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Data sourced from SEC Form ADV filings. FILLMORE CAPITAL PARTNERS, LLC (CRD# 139256) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.