Aad Capital Management LP

Aad Capital Management LP (CRD# 134246) is a financial advisory firm headquartered in Indian Wells, CA. They manage $2,785,338 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $2,785,338
Compensation Options
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Aad Capital Management LP
Showing 1 - 1 of 1 top financial advisors.
1
Daniel P. Wimsatt
CRD#: 1607410
43-617 Via Orvieto, Indian Wells, CA 92210
96
Wealthminder
score

Daniel Wimsatt (CRD# 1607410) is an Investment Advisor Representative working at Aad Capital Management LP in Indian Wells, CA and has over 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.