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Erik Cavitt Mayo

FINTAN PARTNERS LLC·REDWOOD CITY, California
Unclaimed Profile
203 REDWOOD SHORES PARKWAY, REDWOOD CITY, CA 94065CRD# 4077905Firm CRD# 137897
01

About

Erik Cavitt Mayo is a registered financial advisor based in REDWOOD CITY, California, affiliated with FINTAN PARTNERS 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
FINTAN PARTNERS LLC
FINTAN PARTNERS LLC
AUM
$11M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FINTAN PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4077905
Firm CRD# 137897
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erik Cavitt Mayo offer?
Erik Cavitt Mayo specializes in Retirement Planning. Contact their office in REDWOOD CITY, California for a consultation.
What are Erik Cavitt Mayo's credentials?
Erik Cavitt Mayo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erik Cavitt Mayo located?
Erik Cavitt Mayo is based in REDWOOD CITY, California, working with FINTAN PARTNERS LLC. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.
How does Erik Cavitt Mayo charge for services?
Erik Cavitt Mayo'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 FINTAN PARTNERS LLC?
FINTAN PARTNERS LLC has approximately 1 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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