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Alissa Carnot Douglas

VERNAL POINT ADVISORS, LLC·SAN FRANCISCO, California
Unclaimed Profile
235 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 5979235Firm CRD# 166587
01

About

Alissa Carnot Douglas is a registered financial advisor based in SAN FRANCISCO, California, affiliated with VERNAL POINT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VERNAL POINT ADVISORS, LLC
VERNAL POINT ADVISORS, LLC
AUM
$1.6B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at VERNAL POINT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5979235
Firm CRD# 166587
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alissa Carnot Douglas offer?
Alissa Carnot Douglas specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Alissa Carnot Douglas's credentials?
Alissa Carnot Douglas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alissa Carnot Douglas located?
Alissa Carnot Douglas is based in SAN FRANCISCO, California, working with VERNAL POINT ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Alissa Carnot Douglas charge for services?
Alissa Carnot Douglas'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 VERNAL POINT ADVISORS, LLC?
VERNAL POINT ADVISORS, LLC has approximately 16 employees and manages $1.6B 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
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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