Criterion Capital Management, LLC

Criterion Capital Management, LLC (CRD# 120541) is a financial advisory firm headquartered in San Francisco, CA. They manage $4,497,141,085 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,497
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $345,933,930
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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 Criterion Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher H. Lord
CRD#: 1631526
One Maritime Plaza, Suite 1460, San Francisco, CA 94111
93
Wealthminder
score

Christopher Lord (CRD# 1631526) is an Investment Advisor Representative working at Criterion Capital Management, LLC in San Francisco, CA and has over 23 years of experience in the finance industry.

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