Unclaimed Profile

Bodas Rohit

PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC·SAN CARLOS, California

Clean recordPROPEL VENTURE PARTNERS MANAGEMENT CO., LLC

680 WALNUT STREET, SAN CARLOS, CA 94070CRD# 7351087Firm CRD# 283261

Profile Verification

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

Identity

Bodas Rohit · SAN CARLOS, CA

Registration

CRD #7351087 · PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bodas Rohit is a registered financial advisor based in SAN CARLOS, California, affiliated with PROPEL VENTURE PARTNERS MANAGEMENT CO., 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

PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC

PROPEL VENTURE PARTNERS MANAGEMENT CO.

AUM

$749M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7351087

Firm CRD# 283261

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bodas Rohit offer?

Bodas Rohit specializes in Retirement Planning. Contact their office in SAN CARLOS, California for a consultation.

What are Bodas Rohit's credentials?

Bodas Rohit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bodas Rohit located?

Bodas Rohit is based in SAN CARLOS, California, working with PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC. Their office serves clients in the SAN CARLOS metropolitan area and surrounding communities.

How does Bodas Rohit charge for services?

Bodas Rohit'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 PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC?

PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC has approximately 6 employees and manages $749M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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