Unclaimed Profile

Fidel Alexander Ovalle

MREC MANAGEMENT, LLC·CALABASAS, California

MREC MANAGEMENT, LLC

4500 PARK GRANADA, CALABASAS, CA 91302CRD# 2517409Firm CRD# 277076

Profile Verification

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

Identity

Fidel Alexander Ovalle · CALABASAS, CA

Registration

CRD #2517409 · MREC MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Fidel Alexander Ovalle 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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MREC MANAGEMENT, LLC

AUM

$432M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MREC MANAGEMENT, LLC →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2517409

Firm CRD# 277076

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Fidel Alexander Ovalle offer?

Fidel Alexander Ovalle specializes in Retirement Planning. Contact their office in CALABASAS, California for a consultation.

What are Fidel Alexander Ovalle's credentials?

Fidel Alexander Ovalle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Fidel Alexander Ovalle located?

Fidel Alexander Ovalle is based in CALABASAS, California, working with MREC MANAGEMENT, LLC. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.

How does Fidel Alexander Ovalle charge for services?

Fidel Alexander Ovalle'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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