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Saul Andres Cardenas

ALLOCATE MANAGEMENT COMPANY, LLC·MENLO PARK, California
Unclaimed Profile
1300 EL CAMINO REAL, MENLO PARK, CA 94025CRD# 4983512Firm CRD# 316814
01

About

Saul Andres Cardenas is a registered financial advisor based in MENLO PARK, California, affiliated with ALLOCATE MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ALLOCATE MANAGEMENT COMPANY, LLC
ALLOCATE MANAGEMENT COMPANY, LLC
AUM
$482M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at ALLOCATE MANAGEMENT COMPANY, LLC →
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4983512
Firm CRD# 316814
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Saul Andres Cardenas offer?
Saul Andres Cardenas specializes in Investment Management, Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Saul Andres Cardenas's credentials?
Saul Andres Cardenas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Saul Andres Cardenas located?
Saul Andres Cardenas is based in MENLO PARK, California, working with ALLOCATE MANAGEMENT COMPANY, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Saul Andres Cardenas charge for services?
Saul Andres Cardenas's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLOCATE MANAGEMENT COMPANY, LLC?
ALLOCATE MANAGEMENT COMPANY, LLC has approximately 15 employees and manages $482M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALLOCATE MANAGEMENT COMPANY, LLC

Samir Surjit Kaji
MENLO PARK, CA
Daniel Patrick Cronin
MENLO PARK, CA
Hana Yang
MENLO PARK, CA
Peter Jason Epstein
MENLO PARK, CA

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Research
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