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David Jon Shapiro

ARTA FINANCE WEALTH MANAGEMENT, LLC·MOUNTAIN VIEW, California
Unclaimed Profile
153 CASTRO STREET, MOUNTAIN VIEW, CA 94041CRD# 7518431Firm CRD# 318714
01

About

David Jon Shapiro is a registered financial advisor based in MOUNTAIN VIEW, California, affiliated with ARTA FINANCE WEALTH MANAGEMENT, 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
03

Firm Overview

Firm
ARTA FINANCE WEALTH MANAGEMENT, LLC
ARTA FINANCE
AUM
$59M
Regulatory assets under management
Employees
98
Total firm employees
View all advisors at ARTA FINANCE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7518431
Firm CRD# 318714
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Jon Shapiro offer?
David Jon Shapiro specializes in Financial Planning, Investment Management. Contact their office in MOUNTAIN VIEW, California for a consultation.
What are David Jon Shapiro's credentials?
David Jon Shapiro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Jon Shapiro located?
David Jon Shapiro is based in MOUNTAIN VIEW, California, working with ARTA FINANCE WEALTH MANAGEMENT, LLC. Their office serves clients in the MOUNTAIN VIEW metropolitan area and surrounding communities.
How does David Jon Shapiro charge for services?
David Jon Shapiro'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 ARTA FINANCE WEALTH MANAGEMENT, LLC?
ARTA FINANCE WEALTH MANAGEMENT, LLC has approximately 98 employees and manages $59M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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