Director of Investment Operations · Thrive Capital Management, LLC
Christopher J. Bak
CRD 6278208 · Named on Form ADV at one SEC-registered adviser
At a glance
Thrive Capital Management, LLC, an SEC-registered wealth manager based in Fort Washington, PA with $657 million in regulatory assets, lists Christopher J. Bak on its Form ADV as Director of Investment Operations, a control person.
Firms and roles
- Thrive Capital Management, LLCDirector of Investment OperationsWealth manager · Fort Washington, PA · $657M in regulatory assets
AtlasMembers
Christopher’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David BezarManaging Director, Thrive Capital Management, LLC
- Bret T. ElamManaging Partner, Thrive Capital Management, LLC
- Karen L. BezarManaging Partner, Thrive Capital Management, LLC
- Brett W. PohlChief Compliance Officer, Thrive Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.