Capital Performance Advisors LLP
Legal Name: CAPITAL PERFORMANCE ADVISORS LLP
Full Contact Details
Capital Performance Advisors LLP
165 LENNON LANE, SUITE 200, WALNUT CREEK, CA
925.938.5188
925.945.8371
Other Info
Capital Performance Advisors LLP is a California-based limited liability partnership registered with the U.S. Securities and Exchange Commission since July 10, 2000. The firm's primary focus is on providing financial advisory services to its 38 clients with a team of 14 highly skilled employees, including 9 in advisory roles. With its approved SEC status, Capital Performance Advisors LLP maintains strict professional regulations to ensure that its clients receive top-quality guidance and support for their financial operations.
Thomas Doll | Tax, Retirement and Wealth Advisors
Thomas Doll's financial advisors help physicians and dentists manage personal and professional financial decisions throughout their careers.
Direct Owners
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BARRY WILSON OLIVER
PARTNER owns more than 10% but less than 25%
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BRENT PRATT THOMAS
PARTNER owns more than 10% but less than 25%
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CARSON KNUDSEN HENDERSON
PARTNER owns more than 10% but less than 25%
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DAVID KRISTIAN HARLOW
PARTNER owns more than 10% but less than 25%
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JARED MARK NELSON
PARTNER, CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
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JOHN HADEN WERHAN
PARTNER owns more than 10% but less than 25%
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JOSEPH EUGENE KALINOWSKI
PARTNER owns more than 10% but less than 25%
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STEVEN ERWIN LEININGER
PARTNER owns more than 10% but less than 25%