Unclaimed Profile

Philip R. Davis

OPESBRIDGE CAPITAL MANAGEMENT LLC·BEVERLY HILLS, California

Clean recordOPESBRIDGE CAPITAL MANAGEMENT LLC

1471 BLUERIDGE DRIVE, BEVERLY HILLS, CA 90210CRD# 6104224Firm CRD# 165143

Profile Verification

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

Identity

Philip R. Davis · BEVERLY HILLS, CA

Registration

CRD #6104224 · OPESBRIDGE CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Philip R. Davis is a registered financial advisor based in BEVERLY HILLS, California, affiliated with OPESBRIDGE CAPITAL MANAGEMENT LLC. 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

OPESBRIDGE CAPITAL MANAGEMENT LLC

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at OPESBRIDGE CAPITAL MANAGEMENT LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6104224

Firm CRD# 165143

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Philip R. Davis offer?

Philip R. Davis specializes in Retirement Planning. Contact their office in BEVERLY HILLS, California for a consultation.

What are Philip R. Davis's credentials?

Philip R. Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Philip R. Davis located?

Philip R. Davis is based in BEVERLY HILLS, California, working with OPESBRIDGE CAPITAL MANAGEMENT LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.

How does Philip R. Davis charge for services?

Philip R. 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 OPESBRIDGE CAPITAL MANAGEMENT LLC?

OPESBRIDGE CAPITAL MANAGEMENT LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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