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David Elliot Faulk

THE PORTOLA GROUP INC·MENLO PARK, California
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3000 SAND HILL RD, MENLO PARK, CA 94025-7103CRD# 5021007Firm CRD# 105359
01

About

David Elliot Faulk is a registered financial advisor based in MENLO PARK, California, affiliated with THE PORTOLA GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE PORTOLA GROUP INC
THE PORTOLA GROUP INC
AUM
$47M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THE PORTOLA GROUP INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: A FLAT ANNUAL RETAINER FEE (PAID QUARTERLY)
Regulatory
SEC/IARD CRD# 5021007
Firm CRD# 105359
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Elliot Faulk offer?
David Elliot Faulk specializes in Financial Planning, Investment Management. Contact their office in MENLO PARK, California for a consultation.
What are David Elliot Faulk's credentials?
David Elliot Faulk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Elliot Faulk located?
David Elliot Faulk is based in MENLO PARK, California, working with THE PORTOLA GROUP INC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does David Elliot Faulk charge for services?
David Elliot Faulk's firm is compensated through percentage of aum, subscription fees, other: a flat annual retainer fee (paid quarterly). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PORTOLA GROUP INC?
THE PORTOLA GROUP INC has approximately 1 employees and manages $47M 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)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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