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David Mort

PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC·SAN CARLOS, California
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680 WALNUT STREET, SAN CARLOS, CA 94070CRD# 7351083Firm CRD# 283261
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC
PROPEL VENTURE PARTNERS MANAGEMENT CO.
AUM
$749M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7351083
Firm CRD# 283261
No disclosures on file
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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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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