About William F. Dagley of PRIVATE WEALTH

William F. Dagley is Member at Private Wealth Partners Llc and has been affiliated with Private Wealth Partners Llc since February-2005.

Private Wealth Partners Llc is an investment advisor that manages 744.4 MM dollars in regulatory AUM and has 12 employees, of which 6 perform investment advisory functions. The managers's latest filing has disclosed 415MM in positions, which represents 56% of the manager's regulatory AUM.

For more on Private Wealth Partners Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile

PRIVATE WEALTH StockAlpha

-1.8%
Top 25%
StockAlpha 3 yr performance attributed to stock picking: -1.8%/yr

Co-workers of William F. Dagley at PRIVATE WEALTH

Name Title In Position Since
David P. Wong Chief Financial Officer/Chief Compliance Officer November-2005
Kenneth F. Siebel Managing Member February-2005
Peter K. Maier Member February-2005
Nathaniel T. Cornell Member January-2009

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William F. Dagley Office Address

80 E. SIR FRANCIS DRAKE BLVD.
4TH FLOOR
LARKSPUR, California
UNITED STATES, 94939

William F. Dagley Contact Information

Phone Number: 415-461-3850
Fax Number: 415-461-3637
Website:

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