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PARTNERS FOR GROWTH MANAGERS, LLC
PARTNERS FOR GROWTH MANAGERS, LLC
PARTNERS FOR GROWTH
TIBURON, California
·
6 registered advisors
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CRD# 163495
SEC# 801-78206
1
415-912-5894
01
Firm Overview
AUM
$992M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at PARTNERS FOR GROWTH MANAGERS, LLC
6 registered advisors
Andrew William Kahn
SAN FRANCISCO, California
CRD# 2197669
Donald Miller Campbell
SAN FRANCISCO, California
CRD# 6048397
Jason Dean Georgatos
SAN FRANCISCO, California
CRD# 6048398
Lorraine Nield
SAN FRANCISCO, California
CRD# 2627268
Theresa Pappas
TIBURON, California
CRD# 6776547
Victor Gum Lok Ng
TIBURON, California
CRD# 7300551
05
Office Locations
SAN FRANCISCO, California
4 advisors
TIBURON, California
2 advisors
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Data sourced from SEC Form ADV filings. PARTNERS FOR GROWTH MANAGERS, LLC (CRD# 163495) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.