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Home > Retirement Planners > california > san francisco > WOODLINE PARTNERS LP
WOODLINE PARTNERS LP
Four Embarcadero Center
Suite 3450
San Francisco, California 94111
Tel: 415-801-4550
About WOODLINE PARTNERS LP
WOODLINE PARTNERS LP, formally registered with the SEC as WOODLINE PARTNERS LP. The firm was established in 07/03/2019. They have over 3 offices throughout the country.
WOODLINE PARTNERS LP is a San Francisco, California based Financial Planning firm with nearly $15,015,738,385 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 75 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301480 |
| SEC# | 801-116904 |
| Assets Managed by Firm | $15,015,738,385 |
| No. of Clients | 3 |
| No. of Advisors | 75 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $15,015,738,385 |
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