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Richard James Holmstrom

MENLO EQUITIES V LLC·MENLO PARK, California
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2765 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 6035439Firm CRD# 162139
01

About

Richard James Holmstrom is a registered financial advisor based in MENLO PARK, California, affiliated with MENLO EQUITIES V LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MENLO EQUITIES V LLC
MENLO EQUITIES LLC
AUM
$3.2B
Regulatory assets under management
Employees
41
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: ACQUISITION AND DISPOSITION FEES, PROPERTY MANAGEMENT FEES, ETC.
Regulatory
SEC/IARD CRD# 6035439
Firm CRD# 162139
No disclosures on file
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Frequently Asked Questions

What services does Richard James Holmstrom offer?
Richard James Holmstrom specializes in Retirement Planning, Wealth Management. Contact their office in MENLO PARK, California for a consultation.
What are Richard James Holmstrom's credentials?
Richard James Holmstrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard James Holmstrom located?
Richard James Holmstrom is based in MENLO PARK, California, working with MENLO EQUITIES V LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Richard James Holmstrom charge for services?
Richard James Holmstrom's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: acquisition and disposition fees, property management fees, etc.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MENLO EQUITIES V LLC?
MENLO EQUITIES V LLC has approximately 41 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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