Eric Winterhalter, financial advisor San Rafael CA

Eric Winterhalter

CRD Number: 2264641
Current Firm: Tran Capital Management, LP

Eric Winterhalter (CRD# 2264641) is an Investment Advisor Representative working at Tran Capital Management, LP in San Rafael, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Foreside Funds Distributors LLC Scottsdale, AZ Mar 2014 - Current 10
Tran Capital Management Scottsdale, AZ Feb 2014 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2015
S63 Uniform Securities State Law Examination Oct 2014
Contact Info for Eric A. Winterhalter
Phone Number: 415-461-3800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    945
    MILLIONS
  • Total Number of Accounts
    337
    ACCOUNTS
  • Average Account Value
    $2,802,677
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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