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Alan Keith Cummings

JUSTINVEST, LLC·OAKLAND, California
Unclaimed Profile
344 THOMAS L BERKLEY WAY, OAKLAND, CA 94612CRD# 4883140Firm CRD# 285366
01

About

Alan Keith Cummings is a registered financial advisor based in OAKLAND, California, affiliated with JUSTINVEST, 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
VANGUARD PERSONALIZED INDEXING MANAGEMENT
VANGUARD PERSONALIZED INDEXING MANAGEMENT
AUM
$4.3B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at VANGUARD PERSONALIZED INDEXING MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4883140
Firm CRD# 285366
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Keith Cummings offer?
Alan Keith Cummings specializes in Financial Planning, Investment Management. Contact their office in OAKLAND, California for a consultation.
What are Alan Keith Cummings's credentials?
Alan Keith Cummings is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Keith Cummings located?
Alan Keith Cummings is based in OAKLAND, California, working with JUSTINVEST, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does Alan Keith Cummings charge for services?
Alan Keith Cummings's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JUSTINVEST, LLC?
JUSTINVEST, LLC has approximately 27 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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