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Raymond Mac Vo

DIVERSIFI CAPITAL LLC·LOS ALTOS, California
Unclaimed Profile
4546 EL CAMINO REAL B10, LOS ALTOS, CA 94022CRD# 6145117Firm CRD# 242788
01

About

Raymond Mac Vo is a registered financial advisor based in LOS ALTOS, California, affiliated with DIVERSIFI CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
DIVERSIFI CAPITAL LLC
DIVERSIFI CAPITAL LLC
AUM
$288M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at DIVERSIFI CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6145117
Firm CRD# 242788
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Raymond Mac Vo offer?
Raymond Mac Vo specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LOS ALTOS, California for a consultation.
What are Raymond Mac Vo's credentials?
Raymond Mac Vo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Mac Vo located?
Raymond Mac Vo is based in LOS ALTOS, California, working with DIVERSIFI CAPITAL LLC. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.
How does Raymond Mac Vo charge for services?
Raymond Mac Vo'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 DIVERSIFI CAPITAL LLC?
DIVERSIFI CAPITAL LLC has approximately 12 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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