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THINKEQUITY LLC
THINKEQUITY LLC
SAN FRANCISCO, California
·
4 registered advisors
·
CRD# 44274
SEC# 801-63835
415-249-2900
01
Firm Overview
AUM
$172M
Regulatory assets under management
Employees
51
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THINKEQUITY LLC
4 registered advisors
David Andrew Weitgenant
SAN FRANCISCO, California
CRD# 2096196
Douglas Ronald Gonsalves
SAN FRANCISCO, California
CRD# 2356831
Jack Giacomo Monopoli
SAN FRANCISCO, California
CRD# 1718078
Philip Murray Johnston
SAN FRANCISCO, California
CRD# 1730461
05
Office Locations
SAN FRANCISCO, California
4 advisors
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Data sourced from SEC Form ADV filings. THINKEQUITY LLC (CRD# 44274) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.