WL
Walter M. Lange
LEYENDA CAPITAL
Del Mar, CA
Some features on this profile are disabled
CRD#: 6864404
WL
Professional summary
Walter Marcus Lange is a registered financial advisor currently at LEYENDA CAPITAL located in Del Mar, California.
Walter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Walter has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Lange Capital Management, LLC; investment related; Del Mar, CA; Consulting; President; 01/2012; 100 hrs./mo.; 20 hrs. during trading; Consulting.
CRS (Client Relationship Summary) - RIA
Click below to view Walter Marcus Lange's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 13, 2022 - Present
LEYENDA CAPITAL
RIA
CRD#: 322574
Del Mar, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(9/13/2022)
Current Firm
LC
LEYENDA CAPITAL
ATALAYA LLC | LEYENDA CAPITAL
CRD#: 322574 / SEC#:
California
Registered Investment Advisory firm - (9/13/2022 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Del Mar, CA
Mailing Address
Phone number
(858) 229-5138
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 50,400,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
