Unclaimed Profile

David Mort

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

Clean recordPROPEL VENTURE PARTNERS MANAGEMENT CO., LLC

680 WALNUT STREET, SAN CARLOS, CA 94070CRD# 7351083Firm CRD# 283261

Profile Verification

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

Identity

David Mort · SAN CARLOS, CA

Registration

CRD #7351083 · PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Mort 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# 7351083

Firm CRD# 283261

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Mort offer?

David Mort specializes in Retirement Planning. Contact their office in SAN CARLOS, California for a consultation.

What are David Mort's credentials?

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

Where is David Mort located?

David Mort 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 David Mort charge for services?

David Mort'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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