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Mark Nmn Allen

ACCESS SOFTEK ADVISORY SERVICES, LLC·BERKELEY, California
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727 ALLSTON WAY, BERKELEY, CA 94710CRD# 731800Firm CRD# 299800
01

About

Mark Nmn Allen is a registered financial advisor based in BERKELEY, California, affiliated with ACCESS SOFTEK ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ACCESS SOFTEK ADVISORY SERVICES, LLC
ACCESS SOFTEK ADVISORY SERVICES
AUM
$4M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ACCESS SOFTEK ADVISORY SERVICES, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 731800
Firm CRD# 299800
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Nmn Allen offer?
Mark Nmn Allen specializes in Investment Management, Fee-Only Advisory. Contact their office in BERKELEY, California for a consultation.
What are Mark Nmn Allen's credentials?
Mark Nmn Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Nmn Allen located?
Mark Nmn Allen is based in BERKELEY, California, working with ACCESS SOFTEK ADVISORY SERVICES, LLC. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.
How does Mark Nmn Allen charge for services?
Mark Nmn Allen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCESS SOFTEK ADVISORY SERVICES, LLC?
ACCESS SOFTEK ADVISORY SERVICES, LLC has approximately 2 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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