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 | — |
Showing 15 of 26 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| ADDISON | TX | 17 | 469-676-4487 |
| INDIANAPOLIS | IN | 14 | 317-705-5700 |
| SACRAMENTO | CA | 12 | 916-482-2196 |
| BLUE ASH | OH | 11 | 513-469-7500 |
| MANASQUAN | NJ | 9 | 732-449-5323 |
| WALTHAM | MA | 7 | 844-996-3300 |
| LAWRENCE | KS | 6 | 785-841-4664 |
| RIVERWOODS | IL | 6 | 800-596-0253 |
| KENNESAW | GA | 6 | 888-644-7757 |
| ROSEVILLE | CA | 5 | 916-482-2196 |
| WALNUT CREEK | CA | 5 | 952-472-0874 |
| LAFAYETTE | CA | 4 | 415-421-4932 |
| HOUSTON | TX | 4 | 7136291534 |
| ST. LOUIS | MO | 4 | 314-692-7842 |
| CHICO | CA | 4 | 530-892-0253 |