Unclaimed Profile

Jeffrey Nmn Lin

PORTOLA PARTNERS GROUP LLC·MENLO PARK, California

Clean recordPORTOLA PARTNERS GROUP LLC

1550 EL CAMINO REAL, MENLO PARK, CA 94025-4100CRD# 5580392Firm CRD# 305407

Profile Verification

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

Identity

Jeffrey Nmn Lin · MENLO PARK, CA

Registration

CRD #5580392 · PORTOLA PARTNERS GROUP LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Nmn Lin is a registered financial advisor based in MENLO PARK, California, affiliated with PORTOLA PARTNERS GROUP LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PORTOLA PARTNERS GROUP LLC

PORTOLA PARTNERS

AUM

$5.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PORTOLA PARTNERS GROUP LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5580392

Firm CRD# 305407

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Nmn Lin offer?

Jeffrey Nmn Lin specializes in Financial Planning, Investment Management. Contact their office in MENLO PARK, California for a consultation.

What are Jeffrey Nmn Lin's credentials?

Jeffrey Nmn Lin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Nmn Lin located?

Jeffrey Nmn Lin is based in MENLO PARK, California, working with PORTOLA PARTNERS GROUP LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does Jeffrey Nmn Lin charge for services?

Jeffrey Nmn Lin'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 PORTOLA PARTNERS GROUP LLC?

PORTOLA PARTNERS GROUP LLC has approximately 27 employees and manages $5.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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