Unclaimed Profile

Dovi Dov Frances

URSUS VENTURES·BEVERLY HILLS, California

Clean recordURSUS VENTURES

9440 S. SANTA MONICA BLVD, BEVERLY HILLS, CA 90210CRD# 5582913Firm CRD# 299161

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dovi Dov Frances · BEVERLY HILLS, CA

Registration

CRD #5582913 · URSUS VENTURES

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dovi Dov Frances is a registered financial advisor based in BEVERLY HILLS, California, affiliated with URSUS VENTURES. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

URSUS VENTURES

GROUP 11

AUM

$1.4B

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at URSUS VENTURES →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5582913

Firm CRD# 299161

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dovi Dov Frances offer?

Dovi Dov Frances specializes in Retirement Planning. Contact their office in BEVERLY HILLS, California for a consultation.

What are Dovi Dov Frances's credentials?

Dovi Dov Frances is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dovi Dov Frances located?

Dovi Dov Frances is based in BEVERLY HILLS, California, working with URSUS VENTURES. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.

How does Dovi Dov Frances charge for services?

Dovi Dov Frances'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 URSUS VENTURES?

URSUS VENTURES is a registered investment adviser with the SEC, managing $1.4B in regulatory assets under management. See their Form ADV for full details.

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