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Alexander Jason Valner

CENTER CAPITAL PARTNERS LLC·BEVERLY HILLS, California
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9355 WILSHIRE BLVD, SUITE 350, BEVERLY HILLS, CA 90210CRD# 7404097Firm CRD# 315464
01

About

Alexander Jason Valner is a registered financial advisor based in BEVERLY HILLS, California, affiliated with CENTER CAPITAL PARTNERS 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
CENTER CAPITAL PARTNERS LLC
CENTER CAPITAL PARTNERS LLC
AUM
$325M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CENTER CAPITAL PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7404097
Firm CRD# 315464
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alexander Jason Valner offer?
Alexander Jason Valner specializes in Retirement Planning. Contact their office in BEVERLY HILLS, California for a consultation.
What are Alexander Jason Valner's credentials?
Alexander Jason Valner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexander Jason Valner located?
Alexander Jason Valner is based in BEVERLY HILLS, California, working with CENTER CAPITAL PARTNERS LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does Alexander Jason Valner charge for services?
Alexander Jason Valner'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 CENTER CAPITAL PARTNERS LLC?
CENTER CAPITAL PARTNERS LLC has approximately 7 employees and manages $325M 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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