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Jeffrey Nmn Baird

MERRITT POINT PARTNERS LLC·OAKLAND, California
Unclaimed Profile
1999 HARRISON STREET, OAKLAND, CA 94612CRD# 2641796Firm CRD# 298680
01

About

Jeffrey Nmn Baird is a registered financial advisor based in OAKLAND, California, affiliated with MERRITT POINT PARTNERS 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
MERRITT POINT PARTNERS LLC
MERRITT POINT PARTNERS LLC
AUM
$50M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at MERRITT POINT PARTNERS LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2641796
Firm CRD# 298680
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Nmn Baird offer?
Jeffrey Nmn Baird specializes in Investment Management, Retirement Planning. Contact their office in OAKLAND, California for a consultation.
What are Jeffrey Nmn Baird's credentials?
Jeffrey Nmn Baird is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Nmn Baird located?
Jeffrey Nmn Baird is based in OAKLAND, California, working with MERRITT POINT PARTNERS LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does Jeffrey Nmn Baird charge for services?
Jeffrey Nmn Baird'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 MERRITT POINT PARTNERS LLC?
MERRITT POINT PARTNERS LLC is a registered investment adviser with the SEC, managing $50M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at MERRITT POINT PARTNERS LLC

Mudit Nmn Gupta
OAKLAND, CA

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Research
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