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MEKETA FIDUCIARY MANAGEMENT, LLC
MEKETA FIDUCIARY MANAGEMENT, LLC
CARLSBAD, California
·
7 registered advisors
·
CRD# 323605
SEC# 801-126961
6
760.795.3450
01
Firm Overview
AUM
$16.9B
Regulatory assets under management
Employees
1
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Wealth Management
04
Advisors at MEKETA FIDUCIARY MANAGEMENT, LLC
7 registered advisors
Alan David Spatrick
CARLSBAD, California
CRD# 4361095
James Edward Meketa
CARLSBAD, California
CRD# 4361091
Mukunda Boyer Loprinzi
CARLSBAD, California
CRD# 7777308
Peter Scott Woolley
CARLSBAD, California
CRD# 4361117
Rafi Uz Zaman
CARLSBAD, California
CRD# 4818068
Stephen Patrick Mccourt
CARLSBAD, California
CRD# 4632294
Tammy Rene Anchich-Wood
CARLSBAD, California
CRD# 7353579
05
Office Locations
CARLSBAD, California
7 advisors
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Data sourced from SEC Form ADV filings. MEKETA FIDUCIARY MANAGEMENT, LLC (CRD# 323605) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.