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Zachary Aaron Herlick

PORTOLA PARTNERS GROUP LLC·MENLO PARK, California
Clean recordPORTOLA PARTNERS GROUP LLC
1550 EL CAMINO REAL, MENLO PARK, CA 94025-4100CRD# 5292030Firm CRD# 305407

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zachary Aaron Herlick · MENLO PARK, CA
Registration
CRD #5292030 · PORTOLA PARTNERS GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Zachary Aaron Herlick 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PORTOLA PARTNERS GROUP LLC
PORTOLA PARTNERS
AUM
$5.6B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at PORTOLA PARTNERS GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5292030
Firm CRD# 305407
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Zachary Aaron Herlick offer?
Zachary Aaron Herlick specializes in Financial Planning, Investment Management. Contact their office in MENLO PARK, California for a consultation.
What are Zachary Aaron Herlick's credentials?
Zachary Aaron Herlick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Aaron Herlick located?
Zachary Aaron Herlick 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 Zachary Aaron Herlick charge for services?
Zachary Aaron Herlick'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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Other Advisors at PORTOLA PARTNERS GROUP LLC

Jill Patrice Foster
MENLO PARK, CA
Jeffrey Nmn Lin
MENLO PARK, CA
Steven Robinson Rehmus
MENLO PARK, CA

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Research
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