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POPLAR FOREST CAPITAL LLC
POPLAR FOREST CAPITAL LLC
PASADENA, California
·
8 registered advisors
·
CRD# 145250
SEC# 801-68455
0
626-304-6000
01
Firm Overview
AUM
$1.2B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at POPLAR FOREST CAPITAL LLC
8 registered advisors
Anne Ryan Newman
PASADENA, California
CRD# 2209208
Catherine Marie Lloyd
PASADENA, California
CRD# 1868700
Christopher Evans Morphy
PASADENA, California
CRD# 1260972
Derek Scott Derman
PASADENA, California
CRD# 4071861
Drew Wayne Taylor
PASADENA, California
CRD# 1863774
Erin Chetwood
PASADENA, California
CRD# 5630960
James Dale Harvey
PASADENA, California
CRD# 1514610
Lowry Mays
PASADENA, California
CRD# 4521292
05
Office Locations
PASADENA, California
8 advisors
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Data sourced from SEC Form ADV filings. POPLAR FOREST CAPITAL LLC (CRD# 145250) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.