Unclaimed Profile

Ralph Thomas Mayes

ZERMATT WEALTH PARTNERS LLC·SAN DIEGO, California

Clean recordZERMATT WEALTH PARTNERS LLC

3170 FOURTH AVENUE, SAN DIEGO, CA 92103-6514CRD# 6776185Firm CRD# 105736

Profile Verification

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

Identity

Ralph Thomas Mayes · SAN DIEGO, CA

Registration

CRD #6776185 · ZERMATT WEALTH PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ralph Thomas Mayes is a registered financial advisor based in SAN DIEGO, California, affiliated with ZERMATT WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

ZERMATT WEALTH PARTNERS LLC

ZERMATT WEALTH PARTNERS

AUM

$150M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ZERMATT WEALTH PARTNERS LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6776185

Firm CRD# 105736

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ralph Thomas Mayes offer?

Ralph Thomas Mayes specializes in Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Ralph Thomas Mayes's credentials?

Ralph Thomas Mayes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ralph Thomas Mayes located?

Ralph Thomas Mayes is based in SAN DIEGO, California, working with ZERMATT WEALTH PARTNERS LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Ralph Thomas Mayes charge for services?

Ralph Thomas Mayes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZERMATT WEALTH PARTNERS LLC?

ZERMATT WEALTH PARTNERS LLC has approximately 7 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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