Advisor Partners LLC
Legal Name: ADVISOR PARTNERS, LLC
Full Contact Details
Advisor Partners LLC
2175 NORTH CALIFORNIA BLVD, SUITE 400, WALNUT CREEK, CA
415-477-9977
415-989-0632
Other Info
Advisor Partners LLC, legally known as ADVISOR PARTNERS, LLC, is a California-based Limited Liability Company with 8 employees, 4 of whom serve in advisory roles. With a track record of SEC-approved operations since 2001, the firm provides financial advisory services to a sizeable clientele of 693.
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Direct Owners
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ADVISOR PARTNERS HOLDING CO
MANAGING MEMBER OF LLC owns 75% or more
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ANDREW THOMAS RUDD
CEO AND CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE owns less than 5%
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LESLEY LYNN JONES
CHIEF COMPLIANCE OFFICER owns less than 5%
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RAHUL NMN AGRAWAL
CHIEF INVESTMENT OFFICER, CHIEF OPERATIONS OFFICER owns less than 5%
Indirect Owners
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ANDREW THOMAS RUDD
TRUSTEE owns 75% or more
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VIRGINIA ANNE RUDD
TRUSTEE owns 75% or more
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