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Saul Andres Cardenas

ALLOCATE MANAGEMENT COMPANY, LLC·MENLO PARK, California
SIE, Series 7, Series 24, Series 63Clean recordALLOCATE MANAGEMENT COMPANY, LLC
1300 EL CAMINO REAL, MENLO PARK, CA 94025CRD# 4983512Firm CRD# 316814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Saul Andres Cardenas · MENLO PARK, CA
Registration
CRD #4983512 · ALLOCATE MANAGEMENT COMPANY, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ALLOCATE MANAGEMENT COMPANY, LLC
CRD 316814 · SEC 801-126667
AUM
$482M
Regulatory assets under management
Employees
15
45 client accounts
Services offered by ALLOCATE MANAGEMENT COMPANY, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at ALLOCATE MANAGEMENT COMPANY, LLC →
Introduction

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04

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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