Chief Executive Officer · Sidepocket Incorporated
Daniel P. Idzkowski
CRD 7322790 · Named on Form ADV at one SEC-registered adviser
At a glance
Sidepocket Incorporated, an SEC-registered wealth manager based in SAN Francisco, CA with $914,547 in regulatory assets, lists Daniel P. Idzkowski on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Sidepocket IncorporatedChief Executive OfficerWealth manager · SAN Francisco, CA · $1M in regulatory assets
AtlasMembers
Daniel’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
- Alex M. McQuownChief Product Officer, Sidepocket Incorporated
- Paul M MalloryChief Compliance Officer, Sidepocket Incorporated
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.