FINTAN PARTNERS LLC

5 registered advisors·CRD# 137897
SEC# 801-650321650-687-3400
01

Firm Overview

AUM
$11M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

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

Specialties

Retirement Planning
04

Advisors at FINTAN PARTNERS LLC

5 registered advisors
Adam Niven Mcnicol
REDWOOD CITY, California
Alexander Nicholas Klikoff
REDWOOD CITY, California
Douglas Rankin Barnard
REDWOOD CITY, California
Erik Cavitt Mayo
REDWOOD CITY, California
Steven Bisgay
REDWOOD CITY, California
05

Office Locations

REDWOOD CITY, California
5 advisors

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Data sourced from SEC Form ADV filings. FINTAN PARTNERS LLC (CRD# 137897) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.