Claim Profile
RD

Russell Palmer Douglas

URSA FUND MANAGEMENT LLC·DANVILLE, California
Unclaimed Profile
156 DIABLO RD, DANVILLE, CA 94526CRD# 5875454Firm CRD# 283363
01

About

Russell Palmer Douglas is a registered financial advisor based in DANVILLE, California, affiliated with URSA FUND 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
URSA FUND MANAGEMENT LLC
URSA FUND MANAGEMENT LLC
AUM
$157M
Regulatory assets under management
Employees
2
Total firm employees
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Regulatory
SEC/IARD CRD# 5875454
Firm CRD# 283363
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DANVILLE?

Browse all registered financial advisors in DANVILLE, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Russell Palmer Douglas offer?
Russell Palmer Douglas specializes in Retirement Planning. Contact their office in DANVILLE, California for a consultation.
What are Russell Palmer Douglas's credentials?
Russell Palmer Douglas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Russell Palmer Douglas located?
Russell Palmer Douglas is based in DANVILLE, California, working with URSA FUND MANAGEMENT LLC. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.
How does Russell Palmer Douglas charge for services?
Russell Palmer Douglas's firm is compensated through performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is URSA FUND MANAGEMENT LLC?
URSA FUND MANAGEMENT LLC has approximately 2 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty