Passive Member · Trowbridge Capital Partners LLC.
Brett D. Golden
CRD 3073338 · Named on Form ADV at one SEC-registered adviser
At a glance
Trowbridge Capital Partners LLC., an SEC-registered wealth manager with $26 million in regulatory assets, lists Brett D. Golden on its Form ADV as Passive Member, a control person.
Firms and roles
- Trowbridge Capital Partners LLC.Passive MemberWealth manager · United States · $26M in regulatory assets
AtlasMembers
Brett’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Louis P. LukacManaging Member & Chief Investment Officer, Trowbridge Capital Partners LLC.
- Stanley DicksonPassive Member, Trowbridge Capital Partners LLC.
- Susan E. MitchellChief Compliance Officer, Trowbridge Capital Partners LLC.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brett’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.