Unclaimed Profile

Alda Leu Dennis

137 VENTURES MANAGEMENT LLC·SAN FRANCISCO, California

Clean record137 VENTURES MANAGEMENT LLC

26 O'FARRELL STREET, SAN FRANCISCO, CA 94108CRD# 6137524Firm CRD# 162351

Profile Verification

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

Identity

Alda Leu Dennis · SAN FRANCISCO, CA

Registration

CRD #6137524 · 137 VENTURES MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alda Leu Dennis is a registered financial advisor based in SAN FRANCISCO, California, affiliated with 137 VENTURES MANAGEMENT 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

137 VENTURES MANAGEMENT LLC

137 VENTURES MANAGEMENT, LLC

AUM

$3.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at 137 VENTURES MANAGEMENT LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6137524

Firm CRD# 162351

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alda Leu Dennis offer?

Alda Leu Dennis specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Alda Leu Dennis's credentials?

Alda Leu Dennis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alda Leu Dennis located?

Alda Leu Dennis is based in SAN FRANCISCO, California, working with 137 VENTURES MANAGEMENT LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Alda Leu Dennis charge for services?

Alda Leu Dennis'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 137 VENTURES MANAGEMENT LLC?

137 VENTURES MANAGEMENT LLC has approximately 21 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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