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Monte Mack Brem

STEPSTONE GROUP REAL ESTATE LP·LA JOLLA, California
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4225 EXECUTIVE SQUARE, LA JOLLA, CA 92037CRD# 4912810Firm CRD# 281698
01

About

Monte Mack Brem is a registered financial advisor based in LA JOLLA, California, affiliated with STEPSTONE GROUP REAL ESTATE LP. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
STEPSTONE GROUP REAL ESTATE LP
STEPSTONE GROUP REAL ESTATE LP
AUM
$14.2B
Regulatory assets under management
Employees
84
Total firm employees
View all advisors at STEPSTONE GROUP REAL ESTATE LP →
Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4912810
Firm CRD# 281698
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Monte Mack Brem offer?
Monte Mack Brem specializes in Retirement Planning, Wealth Management. Contact their office in LA JOLLA, California for a consultation.
What are Monte Mack Brem's credentials?
Monte Mack Brem is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Monte Mack Brem located?
Monte Mack Brem is based in LA JOLLA, California, working with STEPSTONE GROUP REAL ESTATE LP. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Monte Mack Brem charge for services?
Monte Mack Brem'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 STEPSTONE GROUP REAL ESTATE LP?
STEPSTONE GROUP REAL ESTATE LP has approximately 84 employees and manages $14.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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