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Mudit Nmn Gupta

MERRITT POINT PARTNERS LLC·OAKLAND, California
Unclaimed Profile
1999 HARRISON STREET, OAKLAND, CA 94612CRD# 4989304Firm CRD# 298680
01

About

Mudit Nmn Gupta 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# 4989304
Firm CRD# 298680
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mudit Nmn Gupta offer?
Mudit Nmn Gupta specializes in Investment Management, Retirement Planning. Contact their office in OAKLAND, California for a consultation.
What are Mudit Nmn Gupta's credentials?
Mudit Nmn Gupta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mudit Nmn Gupta located?
Mudit Nmn Gupta 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 Mudit Nmn Gupta charge for services?
Mudit Nmn Gupta'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

Jeffrey Nmn Baird
OAKLAND, CA

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Research
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