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Maie Kaarsoo Herrick

DAVID R. RAHN & ASSOCIATES INC.·PORT OF REDWOOD CITY, California
Clean recordDAVID R. RAHN & ASSOCIATES INC.
495 SEAPORT COURT STE 106, PORT OF REDWOOD CITY, CA 94063-2785CRD# 4362265Firm CRD# 107501

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Maie Kaarsoo Herrick · PORT OF REDWOOD CITY, CA
Registration
CRD #4362265 · DAVID R. RAHN & ASSOCIATES INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Maie Kaarsoo Herrick is a registered financial advisor based in PORT OF REDWOOD CITY, California, affiliated with DAVID R. RAHN & ASSOCIATES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
AVALON CAPITAL MANAGEMENT
AVALON CAPITAL MANAGEMENT
AUM
$400M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at AVALON CAPITAL MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4362265
Firm CRD# 107501
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Maie Kaarsoo Herrick offer?
Maie Kaarsoo Herrick specializes in Financial Planning, Investment Management. Contact their office in PORT OF REDWOOD CITY, California for a consultation.
What are Maie Kaarsoo Herrick's credentials?
Maie Kaarsoo Herrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maie Kaarsoo Herrick located?
Maie Kaarsoo Herrick is based in PORT OF REDWOOD CITY, California, working with DAVID R. RAHN & ASSOCIATES INC.. Their office serves clients in the PORT OF REDWOOD CITY metropolitan area and surrounding communities.
How does Maie Kaarsoo Herrick charge for services?
Maie Kaarsoo Herrick's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVID R. RAHN & ASSOCIATES INC.?
DAVID R. RAHN & ASSOCIATES INC. has approximately 3 employees and manages $400M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DAVID R. RAHN & ASSOCIATES INC.

Steven Roy Nightingale
PORT OF REDWOOD CITY, CA
Carol Lynn Harris Erario
PORT OF REDWOOD CITY, CA
Clara Basile
PORT OF REDWOOD CITY, CA
David Richard Rahn
PORT OF REDWOOD CITY, CA
Ross Norman Revenaugh
PORT OF REDWOOD CITY, CA
Tracy G Herrick
PORT OF REDWOOD CITY, CA

More Advisors in PORT OF REDWOOD CITY, California

William Daniel Oberman
DAVID R. RAHN & ASSOCIATES INC.·PORT OF REDWOOD CITY, CA

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Research
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