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Amira Atallah

EPLANET CAPITAL GROUP HOLDINGS LLC·SAN JOSE, California
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99 ALMADEN BOULEVARD, SAN JOSE, CA 95113CRD# 6044473Firm CRD# 297681
01

About

Amira Atallah is a registered financial advisor based in SAN JOSE, California, affiliated with EPLANET CAPITAL GROUP HOLDINGS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
EPLANET CAPITAL GROUP HOLDINGS LLC
EPLANET CAPITAL
AUM
$100M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at EPLANET CAPITAL GROUP HOLDINGS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6044473
Firm CRD# 297681
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amira Atallah offer?
Amira Atallah specializes in Retirement Planning. Contact their office in SAN JOSE, California for a consultation.
What are Amira Atallah's credentials?
Amira Atallah is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amira Atallah located?
Amira Atallah is based in SAN JOSE, California, working with EPLANET CAPITAL GROUP HOLDINGS LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does Amira Atallah charge for services?
Amira Atallah'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 EPLANET CAPITAL GROUP HOLDINGS LLC?
EPLANET CAPITAL GROUP HOLDINGS LLC is a registered investment adviser with the SEC, managing $100M in regulatory assets under management. See their Form ADV for full details.
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Research
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