Unclaimed Profile

James David Bohan

MREC MANAGEMENT, LLC·LOS ANGELES, California

MREC MANAGEMENT, LLC

1880 CENTURY PARK EAST, LOS ANGELES, CA 90067CRD# 6532566Firm CRD# 277076

Profile Verification

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

Identity

James David Bohan · LOS ANGELES, CA

Registration

CRD #6532566 · MREC MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

James David Bohan is a registered financial advisor based in LOS ANGELES, California, affiliated with MREC MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MREC MANAGEMENT, LLC

AUM

$432M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MREC MANAGEMENT, LLC →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6532566

Firm CRD# 277076

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James David Bohan offer?

James David Bohan specializes in Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.

What are James David Bohan's credentials?

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

Where is James David Bohan located?

James David Bohan is based in LOS ANGELES, California, working with MREC MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does James David Bohan charge for services?

James David Bohan'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 MREC MANAGEMENT, LLC?

MREC MANAGEMENT, LLC has approximately 10 employees and manages $432M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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