ALLWORTH FINANCIAL, L.P. of FOLSOM, CA is an SEC-registered investment adviser (CRD 111167). Regulatory assets under management: $33.6B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos.
Showing 25 of 26 people.
| Name | Role | Location |
|---|---|---|
| Russell Eric | CHIEF FINANCIAL OFFICER | Tacoma, WA |
| Corey C Gamble | CHIEF COMPLIANCE OFFICER | — |
| Peter John Engelken | CHIEF OPERATING OFFICER | — |
| Christopher Michael Oddy | CHIEF FINANCIAL OFFICER | — |
| Andrew Roy Stout | CHIEF INVESTMENT OFFICER | — |
| Barry Yale Greenberg | CHIEF LEGAL OFFICER | — |
| John Bradley Bunch | CHIEF EXECUTIVE OFFICER | — |
| PECK KATRINA LARISA | DIRECTOR OF OPERATIONS | — |
| STOUT ANDREW ROY | CHIEF INVESTMENT OFFICER | — |
| MCCLAIN PATRICK CARL | CHIEF EXECUTIVE OFFICER; CO-CHIEF EXECUTIVE OFFICER; OWNER | — |
| HANSON SCOTT THOMAS | CHIEF FINANCIAL OFFICER; CO-CHIEF EXECUTIVE OFFICER; OWNER | — |
| KLIEWER TRACY MARIE | CHIEF COMPLIANCE OFFICER | — |
| BURNETT STEVEN THOMAS | PRESIDENT; PRESIDENT/DIRECTOR OF SUPERVISION | — |
| FRISE JULIA CAROL | SECRETARY/DIRECTOR OF CORPORATE OPERATIONS; SECRETARY/DIRECTOR OF OPERATIONS | — |
| SCHAUER DAVID WILLIAM | CHIEF INVESTMENT OFFICER | — |
| STREETMAN FREDERICK DANIEL | CHIEF OPERATING OFFICER | — |
| CARLISLE ALAN RICHARD | DIRECTOR OF SUPERVISION | — |
| BUNCH JOHN BRADLEY | CHIEF EXECUTIVE OFFICER | — |
| WATSON-SCHROER REBECCA DOLVA JEAN | CHIEF COMPLIANCE OFFICER | — |
| LEVENE DANIEL ROTH | DIRECTOR OF OPERATIONS | — |
| MCGAW PEGGY A | CHIEF FINANCIAL OFFICER | — |
| GAMBLE COREY C | CHIEF COMPLIANCE OFFICER; DIRECTOR OF SUPERVISION | — |
| ENGELKEN PETER JOHN | CHIEF OPERATING OFFICER | — |
| BIEGLER WILLIAM K | DIRECTOR OF OPERATIONS | — |
| ODDY CHRISTOPHER MICHAEL | CHIEF FINANCIAL OFFICER | — |