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Jennifer Rosal Diaz

PCCP, LLC·LOS ANGELES, California
Unclaimed Profile
10100 SANTA MONICA BLVD, LOS ANGELES, CA 90067CRD# 2659151Firm CRD# 157505
01

About

Jennifer Rosal Diaz is a registered financial advisor based in LOS ANGELES, California, affiliated with PCCP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PCCP, LLC
PCCP, LLC
AUM
$15.3B
Regulatory assets under management
Employees
147
Total firm employees
View all advisors at PCCP, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: TRANSACTION AND OTHER FEES
Regulatory
SEC/IARD CRD# 2659151
Firm CRD# 157505
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Rosal Diaz offer?
Jennifer Rosal Diaz specializes in Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.
What are Jennifer Rosal Diaz's credentials?
Jennifer Rosal Diaz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Rosal Diaz located?
Jennifer Rosal Diaz is based in LOS ANGELES, California, working with PCCP, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Jennifer Rosal Diaz charge for services?
Jennifer Rosal Diaz's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: transaction and other fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PCCP, LLC?
PCCP, LLC has approximately 147 employees and manages $15.3B 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)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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