Unclaimed Profile

Dana Ostenson

CMR CAPITAL MANAGEMENT, LLC·PASADENA, California

Clean recordCMR CAPITAL MANAGEMENT, LLC

800 E. COLORADO BLVD., SUITE 890, PASADENA, CA 91101CRD# 6678823Firm CRD# 284054

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dana Ostenson · PASADENA, CA

Registration

CRD #6678823 · CMR CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CMR CAPITAL MANAGEMENT, LLC

AUM

$204M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CMR CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6678823

Firm CRD# 284054

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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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