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David Kurt Juncker

OSMIUM PARTNERS, LLC·GREENBRAE, California
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300 DRAKES LANDING ROAD, GREENBRAE, CA 94904CRD# 4427456Firm CRD# 163789
01

About

David Kurt Juncker is a registered financial advisor based in GREENBRAE, California, affiliated with OSMIUM PARTNERS, 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
OSMIUM PARTNERS, LLC
OSMIUM PARTNERS, LLC
AUM
$154M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at OSMIUM PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4427456
Firm CRD# 163789
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Kurt Juncker offer?
David Kurt Juncker specializes in Retirement Planning. Contact their office in GREENBRAE, California for a consultation.
What are David Kurt Juncker's credentials?
David Kurt Juncker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Kurt Juncker located?
David Kurt Juncker is based in GREENBRAE, California, working with OSMIUM PARTNERS, LLC. Their office serves clients in the GREENBRAE metropolitan area and surrounding communities.
How does David Kurt Juncker charge for services?
David Kurt Juncker'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 OSMIUM PARTNERS, LLC?
OSMIUM PARTNERS, LLC is a registered investment adviser with the SEC, managing $154M in regulatory assets under management. See their Form ADV for full details.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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