Unclaimed Profile

Kevin David Cimring

JEMSTEP, INC.·LOS ALTOS, California

JEMSTEP, INC.

5150 EL CAMINO REAL SUITE B-16, LOS ALTOS, CA 94022CRD# 5715435Firm CRD# 151692

Profile Verification

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

Identity

Kevin David Cimring · LOS ALTOS, CA

Registration

CRD #5715435 · JEMSTEP, INC.

Brand Profile

Not yet started

Disclosure history

6 disclosures on file · See FINRA BrokerCheck for full record

About

Kevin David Cimring is a registered financial advisor based in LOS ALTOS, California, affiliated with JEMSTEP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

Speak with Kevin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kevin is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

INTELLIFLO ADVISERS, INC.

AUM

$91M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INTELLIFLO ADVISERS, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Other: TECHNOLOGY FEES BASED ON AUM, FEES BASED ON OVERLAY SERVICES

Regulatory

SEC/IARD CRD# 5715435

Firm CRD# 151692

View on FINRA BrokerCheck →

Looking for a financial advisor in LOS ALTOS?

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

Browse LOS ALTOS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kevin David Cimring offer?

Kevin David Cimring specializes in Investment Management, Wealth Management. Contact their office in LOS ALTOS, California for a consultation.

What are Kevin David Cimring's credentials?

Kevin David Cimring is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin David Cimring located?

Kevin David Cimring is based in LOS ALTOS, California, working with JEMSTEP, INC.. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.

How does Kevin David Cimring charge for services?

Kevin David Cimring's firm is compensated through percentage of aum, subscription fees, other: technology fees based on aum, fees based on overlay services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JEMSTEP, INC.?

JEMSTEP, INC. has approximately 5 employees and manages $91M 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 →