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Dana Elaine Franco-Young

SAGE RHINO CAPITAL LLC·MENLO PARK, California
SAGE RHINO CAPITAL LLC
525 MIDDLEFIELD ROAD, MENLO PARK, CA 94025CRD# 3013692Firm CRD# 290148

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dana Elaine Franco-Young · MENLO PARK, CA
Registration
CRD #3013692 · SAGE RHINO CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Dana Elaine Franco-Young is a registered financial advisor based in MENLO PARK, California, affiliated with SAGE RHINO CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SAGE RHINO CAPITAL LLC
SAGE RHINO CAPITAL LLC
AUM
$712M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SAGE RHINO CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3013692
Firm CRD# 290148
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dana Elaine Franco-Young offer?
Dana Elaine Franco-Young specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MENLO PARK, California for a consultation.
What are Dana Elaine Franco-Young's credentials?
Dana Elaine Franco-Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dana Elaine Franco-Young located?
Dana Elaine Franco-Young is based in MENLO PARK, California, working with SAGE RHINO CAPITAL LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Dana Elaine Franco-Young charge for services?
Dana Elaine Franco-Young's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGE RHINO CAPITAL LLC?
SAGE RHINO CAPITAL LLC has approximately 8 employees and manages $712M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAGE RHINO CAPITAL LLC

David Taotze Chu
MENLO PARK, CA
Caroline Novak
MENLO PARK, CA
Igor Boris Lotsvin
MENLO PARK, CA

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Research
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