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Rebecca Marie Ellis

CLARIVEST ASSET MANAGEMENT LLC·SAN DIEGO, California
Unclaimed Profile
3611 VALLEY CENTRE DRIVE, SAN DIEGO, CA 92130CRD# 3207468Firm CRD# 139785
01

About

Rebecca Marie Ellis is a registered financial advisor based in SAN DIEGO, California, affiliated with CLARIVEST ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CLARIVEST ASSET MANAGEMENT LLC
CLARIVEST ASSET MANAGEMENT LLC
AUM
$2.5B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at CLARIVEST ASSET MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3207468
Firm CRD# 139785
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rebecca Marie Ellis offer?
Rebecca Marie Ellis specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Rebecca Marie Ellis's credentials?
Rebecca Marie Ellis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Marie Ellis located?
Rebecca Marie Ellis is based in SAN DIEGO, California, working with CLARIVEST ASSET MANAGEMENT LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Rebecca Marie Ellis charge for services?
Rebecca Marie Ellis'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 CLARIVEST ASSET MANAGEMENT LLC?
CLARIVEST ASSET MANAGEMENT LLC has approximately 17 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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