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Jeffrey Michael Saye

SAYE CAPITAL MANAGEMENT, LP·RANCHO PALOS VERDES, California
Clean recordSAYE CAPITAL MANAGEMENT, LP
5251 ROLLING RIDGE ROAD, RANCHO PALOS VERDES, CA 90275CRD# 2862181Firm CRD# 161771

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Michael Saye · RANCHO PALOS VERDES, CA
Registration
CRD #2862181 · SAYE CAPITAL MANAGEMENT, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Michael Saye is a registered financial advisor based in RANCHO PALOS VERDES, California, affiliated with SAYE CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SAYE CAPITAL MANAGEMENT, LP
SAYE CAPITAL MANAGEMENT, LP
AUM
$83M
Regulatory assets under management
Employees
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2862181
Firm CRD# 161771
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05

Frequently Asked Questions

What services does Jeffrey Michael Saye offer?
Jeffrey Michael Saye specializes in Retirement Planning. Contact their office in RANCHO PALOS VERDES, California for a consultation.
What are Jeffrey Michael Saye's credentials?
Jeffrey Michael Saye is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Michael Saye located?
Jeffrey Michael Saye is based in RANCHO PALOS VERDES, California, working with SAYE CAPITAL MANAGEMENT, LP. Their office serves clients in the RANCHO PALOS VERDES metropolitan area and surrounding communities.
How does Jeffrey Michael Saye charge for services?
Jeffrey Michael Saye'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 SAYE CAPITAL MANAGEMENT, LP?
SAYE CAPITAL MANAGEMENT, LP is a registered investment adviser with the SEC, managing $83M in regulatory assets under management. See their Form ADV for full details.
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