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 legally known as CAPITAL PERFORMANCE ADVISORS LLP. It is a CA Limited Liability Partnership. This firm has 14 employees, of which 9 are employees in advisory roles. It serves 38 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 10, 2000.
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%