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Dana Ostenson

CMR CAPITAL MANAGEMENT, LLC·PASADENA, California
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800 E. COLORADO BLVD., SUITE 890, PASADENA, CA 91101CRD# 6678823Firm CRD# 284054
01

About

Dana Ostenson is a registered financial advisor based in PASADENA, California, affiliated with CMR CAPITAL 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
CMR CAPITAL MANAGEMENT, LLC
CMR CAPITAL MANAGEMENT, LLC
AUM
$204M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CMR CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6678823
Firm CRD# 284054
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dana Ostenson offer?
Dana Ostenson specializes in Retirement Planning. Contact their office in PASADENA, California for a consultation.
What are Dana Ostenson's credentials?
Dana Ostenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dana Ostenson located?
Dana Ostenson is based in PASADENA, California, working with CMR CAPITAL MANAGEMENT, LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.
How does Dana Ostenson charge for services?
Dana Ostenson's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CMR CAPITAL MANAGEMENT, LLC?
CMR CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CMR CAPITAL MANAGEMENT, LLC

Susan Xu
PASADENA, CA

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Research
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