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Joshua David Davis

BASELINE PARTNERS LLC·MESA, Arizona
BASELINE PARTNERS LLC
1819 E SOUTHERN AVE., MESA, AZ 85204CRD# 5156289Firm CRD# 301762

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua David Davis · MESA, AZ
Registration
CRD #5156289 · BASELINE PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Joshua David Davis is a registered financial advisor based in MESA, Arizona, affiliated with BASELINE PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BASELINE PARTNERS LLC
BASELINE PARTNERS LLC
AUM
$143M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at BASELINE PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5156289
Firm CRD# 301762
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua David Davis offer?
Joshua David Davis specializes in Retirement Planning. Contact their office in MESA, Arizona for a consultation.
What are Joshua David Davis's credentials?
Joshua David Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua David Davis located?
Joshua David Davis is based in MESA, Arizona, working with BASELINE PARTNERS LLC. Their office serves clients in the MESA metropolitan area and surrounding communities.
How does Joshua David Davis charge for services?
Joshua David Davis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BASELINE PARTNERS LLC?
BASELINE PARTNERS LLC has approximately 11 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BASELINE PARTNERS LLC

Bonita Robyn Gruenewald
MESA, AZ
Debbie Louise Burris
MESA, AZ
Patrick Reneer Cardon
MESA, AZ

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Research
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