Lateef Investment Management, Lp.

Lateef Investment Management, Lp. (CRD# 107049) is a financial advisory firm headquartered in Greenbrae, CA. They manage $1,896,920,558 in 1,346 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,897
    MILLION
  • Total Number of Accounts
    1,346
    ACCOUNTS
  • Average Account Value
    $1,409,302
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 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.

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

Financial Advisors at Lateef Investment Management, Lp.
Showing 1 - 6 of 6 top financial advisors.
1
Emily M. Eisenbarth
CRD#: 5371725
300 Drakes Landing Road, Suite 210, Greenbrae, CA 94904
93
Wealthminder
score

Emily Eisenbarth (CRD# 5371725) is an Investment Advisor Representative working at Lateef Investment Management, Lp. in Greenbrae, CA and has over 9 years of experience in the finance industry.

2
Kristin L. Moseley
CRD#: 5903770
300 Drakes Landing Road, Suite 210, Greenbrae, CA 94904
93
Wealthminder
score

Kristin Moseley (CRD# 5903770) is an Investment Advisor Representative working at Lateef Investment Management, Lp. in Greenbrae, CA and has over 6 years of experience in the finance industry.

3
Quoc K. Tran
CRD#: 2808598
300 Drakes Landing Road, Suite 210, Greenbrae, CA 94904
93
Wealthminder
score

Quoc Tran (CRD# 2808598) is an Investment Advisor Representative working at Lateef Investment Management, Lp. in Greenbrae, CA and has over 20 years of experience in the finance industry.

4
Kathleen Van Der Wal
CRD#: 1615263
300 Drakes Landing Road, Suite 210, Greenbrae, CA 94904
93
Wealthminder
score

Kathleen Van Der Wal (CRD# 1615263) is an Investment Advisor Representative working at Lateef Investment Management, Lp. in Greenbrae, CA and has over 22 years of experience in the finance industry.

5
Eric A. Winterhalter
CRD#: 2264641
300 Drakes Landing Road, Suite 210, Greenbrae, CA 94904
90
Wealthminder
score

Eric Winterhalter (CRD# 2264641) is an Investment Advisor Representative working at Lateef Investment Management, Lp. in Greenbrae, CA and has over 3 years of experience in the finance industry.

6
Larry N. Frager
CRD#: 4590020
720 S. W. Washington Street, Portland, OR 97205
87
Wealthminder
score

Larry Frager (CRD# 4590020) is an Investment Advisor Representative working at Lateef Investment Management, Lp. in Portland, OR and has 1 year of experience in the finance industry.

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