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Bruce Davidson

MREC MANAGEMENT, LLC·CALABASAS, California
Unclaimed Profile
23975 PARK SORRENTO, CALABASAS, CA 91302CRD# 2188147Firm CRD# 277076
01

About

Bruce Davidson is a registered financial advisor based in CALABASAS, California, affiliated with MREC MANAGEMENT, 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
MREC MANAGEMENT, LLC
MREC MANAGEMENT, LLC
AUM
$432M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at MREC MANAGEMENT, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2188147
Firm CRD# 277076
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bruce Davidson offer?
Bruce Davidson specializes in Retirement Planning. Contact their office in CALABASAS, California for a consultation.
What are Bruce Davidson's credentials?
Bruce Davidson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Davidson located?
Bruce Davidson is based in CALABASAS, California, working with MREC MANAGEMENT, LLC. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.
How does Bruce Davidson charge for services?
Bruce Davidson'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 MREC MANAGEMENT, LLC?
MREC MANAGEMENT, LLC has approximately 10 employees and manages $432M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CALABASAS
Mark Allan Porath — HEARTHSTONE INC., A CALIFORNIA CORPORATIONMorrie Wolbrum Reiff — PLANNED ASSET MANAGEMENT, LLCPaul Sueyuki Okawa — PLANNED ASSET MANAGEMENT, LLCSteven Ira Levin — AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLCChristine Sontag — MORTON CAPITAL MANAGEMENT
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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