Unclaimed Profile

Mehmet Ilker Budak

INTEGRIS, LLC·LA JOLLA, California

Series 7, Series 65Clean record7 years registeredINTEGRIS, LLC

1020 PROSPECT ST., LA JOLLA, CA 92037CRD# 4431479Firm CRD# 149685

Profile Verification

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

Identity

Mehmet Ilker Budak · LA JOLLA, CA

Registration

CRD #4431479 · INTEGRIS, LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INTEGRIS, LLC

SUNPOINTE INVESTMENTS

Mar 2019 – Dec 2020

ALEXANDRIA, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · March 7, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COASTEDGE PARTNERS, LLC

CRD 149685 · SEC 801-70877

AUM

$1.7B

Regulatory assets under management

Employees

1,070 client accounts

Services offered by COASTEDGE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at COASTEDGE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Mehmet Ilker Budak offer?

Mehmet Ilker Budak specializes in Financial Planning, Investment Management, Retirement Planning.

What are Mehmet Ilker Budak's credentials?

Mehmet Ilker Budak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mehmet Ilker Budak located?

Mehmet Ilker Budak is based in LA JOLLA, California, last registered with INTEGRIS, LLC.

How does Mehmet Ilker Budak charge for services?

Mehmet Ilker Budak's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRIS, LLC?

INTEGRIS, LLC has approximately 17 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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