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Nicole Mariko Davis

VERIS WEALTH PARTNERS, LLC·SAN FRANCISCO, California
Unclaimed Profile
235 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 7090243Firm CRD# 143588
01

About

Nicole Mariko Davis is a registered financial advisor based in SAN FRANCISCO, California, affiliated with VERIS WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
VERIS WEALTH PARTNERS, LLC
VERIS WEALTH PARTNERS, LLC
AUM
$2.0B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at VERIS WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7090243
Firm CRD# 143588
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicole Mariko Davis offer?
Nicole Mariko Davis specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Nicole Mariko Davis's credentials?
Nicole Mariko Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicole Mariko Davis located?
Nicole Mariko Davis is based in SAN FRANCISCO, California, working with VERIS WEALTH PARTNERS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Nicole Mariko Davis charge for services?
Nicole Mariko Davis'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 VERIS WEALTH PARTNERS, LLC?
VERIS WEALTH PARTNERS, LLC has approximately 29 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VERIS WEALTH PARTNERS, LLC

Alison Lyn Pyott
SAN FRANCISCO, CA
Michael Lent
SAN FRANCISCO, CA
Steve Harvey Fahrer
SAN FRANCISCO, CA
Anders Faijersson-Ferguson
SAN FRANCISCO, CA
David Emery Hills
SAN FRANCISCO, CA
Lori Kim Choi
SAN FRANCISCO, CA

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Research
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