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Brian Alan Davis

OCCIDENTAL ASSET MANAGEMENT, LLC·BURLINGAME, California
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301 CALIFORNIA DRIVE #9, BURLINGAME, CA 94010CRD# 4075036Firm CRD# 168650
01

About

Brian Alan Davis is a registered financial advisor based in BURLINGAME, California, affiliated with OCCIDENTAL ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OCCIDENTAL ASSET MANAGEMENT, LLC
OCCIDENTAL ASSET MANAGEMENT, LLC
AUM
$625M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at OCCIDENTAL ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4075036
Firm CRD# 168650
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Alan Davis offer?
Brian Alan Davis specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BURLINGAME, California for a consultation.
What are Brian Alan Davis's credentials?
Brian Alan Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Alan Davis located?
Brian Alan Davis is based in BURLINGAME, California, working with OCCIDENTAL ASSET MANAGEMENT, LLC. Their office serves clients in the BURLINGAME metropolitan area and surrounding communities.
How does Brian Alan Davis charge for services?
Brian Alan Davis'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 OCCIDENTAL ASSET MANAGEMENT, LLC?
OCCIDENTAL ASSET MANAGEMENT, LLC has approximately 12 employees and manages $625M 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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