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Jessica Lynn Boltinghouse

VANCE STREET MANAGEMENT LLC·PACIFIC PALISADES, California
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15304 SUNSET BOULEVARD, SUITE 200, PACIFIC PALISADES, CA 90272CRD# 6259028Firm CRD# 155758
01

About

Jessica Lynn Boltinghouse is a registered financial advisor based in PACIFIC PALISADES, California, affiliated with VANCE STREET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
VANCE STREET MANAGEMENT LLC
VANCE STREET CAPITAL LLC
AUM
$2.7B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at VANCE STREET MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6259028
Firm CRD# 155758
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jessica Lynn Boltinghouse offer?
Jessica Lynn Boltinghouse specializes in Retirement Planning. Contact their office in PACIFIC PALISADES, California for a consultation.
What are Jessica Lynn Boltinghouse's credentials?
Jessica Lynn Boltinghouse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Lynn Boltinghouse located?
Jessica Lynn Boltinghouse is based in PACIFIC PALISADES, California, working with VANCE STREET MANAGEMENT LLC. Their office serves clients in the PACIFIC PALISADES metropolitan area and surrounding communities.
How does Jessica Lynn Boltinghouse charge for services?
Jessica Lynn Boltinghouse'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 VANCE STREET MANAGEMENT LLC?
VANCE STREET MANAGEMENT LLC has approximately 20 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PACIFIC PALISADES
Jason Gregory Weiss — RIVAS CANYON ROAD ADVISERS LLCJessica Cook Draper — HALOGEN VENTURES MANAGEMENT COMPANY LLCRichard Ryder Crowell — VANCE STREET MANAGEMENT LLCMichael David Heller — ABACUS WEALTH PARTNERS, LLCDeborah Ellen Fried — FRIED ASSET MANAGEMENT, INC.
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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