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Laarni Parawan Deguzman

COPPERPLATE CAPITAL LLC·MENLO PARK, California
Clean recordCOPPERPLATE CAPITAL LLC
2744 SAND HILL RD, MENLO PARK, CA 94025CRD# 2316762Firm CRD# 174528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Laarni Parawan Deguzman · MENLO PARK, CA
Registration
CRD #2316762 · COPPERPLATE CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Laarni Parawan Deguzman is a registered financial advisor based in MENLO PARK, California, affiliated with COPPERPLATE CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
COPPERPLATE CAPITAL LLC
COPPERPLATE CAPITAL LLC
AUM
$158M
Regulatory assets under management
Employees
3
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2316762
Firm CRD# 174528
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05

Frequently Asked Questions

What services does Laarni Parawan Deguzman offer?
Laarni Parawan Deguzman specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Laarni Parawan Deguzman's credentials?
Laarni Parawan Deguzman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laarni Parawan Deguzman located?
Laarni Parawan Deguzman is based in MENLO PARK, California, working with COPPERPLATE CAPITAL LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Laarni Parawan Deguzman charge for services?
Laarni Parawan Deguzman'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 COPPERPLATE CAPITAL LLC?
COPPERPLATE CAPITAL LLC has approximately 3 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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