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David Franklin Posnick

PRESTON CAPITAL LLC·ALISO VIEJO, California
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120 VANTIS, ALISO VIEJO, CA 92656CRD# 1389553Firm CRD# 328417
01

About

David Franklin Posnick is a registered financial advisor based in ALISO VIEJO, California, affiliated with PRESTON CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PRESTON CAPITAL LLC
PRESTON CAPITAL
AUM
$1.0B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at PRESTON CAPITAL LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1389553
Firm CRD# 328417
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Franklin Posnick offer?
David Franklin Posnick specializes in Retirement Planning. Contact their office in ALISO VIEJO, California for a consultation.
What are David Franklin Posnick's credentials?
David Franklin Posnick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Franklin Posnick located?
David Franklin Posnick is based in ALISO VIEJO, California, working with PRESTON CAPITAL LLC. Their office serves clients in the ALISO VIEJO metropolitan area and surrounding communities.
How does David Franklin Posnick charge for services?
David Franklin Posnick'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 PRESTON CAPITAL LLC?
PRESTON CAPITAL LLC has approximately 19 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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