Rebecca
Wagner
Clarkston Capital Partners, LLC
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About this Advisor
Rebecca Wagner is a financial advisor based in Paradise Valley, Arizona, working with Clarkston Capital Partners, LLC. Rebecca has previously held positions at Clarkston Capital Partners, LLC, Ironwood Investment Counsel, and Indiana University Bloomington. Rebecca is registered to provide services in Arizona, Michigan, and Texas. Currently, Rebecca is part of Clarkston Capital Partners, LLC, which operates out of Paradise Valley, Arizona. The firm has 2 offices and 37 employees. The firm manages assets totaling $6.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Clarkston Capital Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clarkston Capital Partners, LLC Brokerage Details
$6,694,905,625
37
2,124
$3,152,027
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Rebecca Wagner Work History
Clarkston Capital Partners, LLC
Ironwood Investment Counsel
Indiana University Bloomington
Disclosures
Please visit the SEC profile of Rebecca Wagner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clarkston Capital Partners, LLC
Rochester, MI
Rochester, MI
Paradise Valley, AZ
Bloomfield Hills, MI
Paradise Valley, AZ
Bloomfield Hills, MI
Rochester, MI
Bloomfield Hills, MI
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