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David Alberto Correa

MARLIN MANAGEMENT COMPANY, LLC·HERMOSA BEACH, California
Unclaimed Profile
1301 MANHATTAN AVENUE, HERMOSA BEACH, CA 90254CRD# 7355183Firm CRD# 160672
01

About

David Alberto Correa is a registered financial advisor based in HERMOSA BEACH, California, affiliated with MARLIN MANAGEMENT COMPANY, 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
MARLIN MANAGEMENT COMPANY, LLC
MARLIN EQUITY PARTNERS
AUM
$8.6B
Regulatory assets under management
Employees
75
Total firm employees
View all advisors at MARLIN MANAGEMENT COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7355183
Firm CRD# 160672
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Alberto Correa offer?
David Alberto Correa specializes in Retirement Planning. Contact their office in HERMOSA BEACH, California for a consultation.
What are David Alberto Correa's credentials?
David Alberto Correa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Alberto Correa located?
David Alberto Correa is based in HERMOSA BEACH, California, working with MARLIN MANAGEMENT COMPANY, LLC. Their office serves clients in the HERMOSA BEACH metropolitan area and surrounding communities.
How does David Alberto Correa charge for services?
David Alberto Correa'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 MARLIN MANAGEMENT COMPANY, LLC?
MARLIN MANAGEMENT COMPANY, LLC has approximately 75 employees and manages $8.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HERMOSA BEACH
Jerry Katz — MARLIN MANAGEMENT COMPANY, LLCDavid Michael Mcgovern — MARLIN MANAGEMENT COMPANY, LLCCorina Mcgovern — MARLIN MANAGEMENT COMPANY, LLCFrancis John Alexander — JACOB ASSET MANAGEMENT OF NEW YORK LLCPeter Joseph Nolan — NOLAN MANAGEMENT LLC
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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