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Rahul Advani

SER CAPITAL PARTNERS MANAGEMENT, LP·REDWOOD CITY, California
Unclaimed Profile
3 TWIN DOLPHIN DRIVE, REDWOOD CITY, CA 94065CRD# 2983495Firm CRD# 307713
01

About

Rahul Advani is a registered financial advisor based in REDWOOD CITY, California, affiliated with SER CAPITAL PARTNERS MANAGEMENT, LP. 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
SER CAPITAL PARTNERS MANAGEMENT, LP
SER CAPITAL PARTNERS MANAGEMENT, LP
AUM
$471M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SER CAPITAL PARTNERS MANAGEMENT, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2983495
Firm CRD# 307713
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rahul Advani offer?
Rahul Advani specializes in Retirement Planning. Contact their office in REDWOOD CITY, California for a consultation.
What are Rahul Advani's credentials?
Rahul Advani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rahul Advani located?
Rahul Advani is based in REDWOOD CITY, California, working with SER CAPITAL PARTNERS MANAGEMENT, LP. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.
How does Rahul Advani charge for services?
Rahul Advani'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 SER CAPITAL PARTNERS MANAGEMENT, LP?
SER CAPITAL PARTNERS MANAGEMENT, LP has approximately 8 employees and manages $471M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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