AdvisorOS Directory
Claim Profile
DA

Dennis Atkinson

EPLANET CAPITAL GROUP HOLDINGS LLC·SAN JOSE, California
Unclaimed Profile
99 ALMADEN BOULEVARD, SAN JOSE, CA 95113CRD# 6047023Firm CRD# 297681
01

About

Dennis Atkinson 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# 6047023
Firm CRD# 297681
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN JOSE?

Browse all registered financial advisors in SAN JOSE, California or claim this profile if it's yours.

Browse SAN JOSE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Dennis Atkinson offer?
Dennis Atkinson specializes in Retirement Planning. Contact their office in SAN JOSE, California for a consultation.
What are Dennis Atkinson's credentials?
Dennis Atkinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Atkinson located?
Dennis Atkinson 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 Dennis Atkinson charge for services?
Dennis Atkinson'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN JOSE
Leonid Perelman — 3P EQUITY PARTNERS, LLCMichael A. Fishman — 3P EQUITY PARTNERS, LLCCraig Lee Martin — FAMILY WEALTH CONSULTANTS, INC.Robert Alan Yager — YAGER ROBERT ALANMarc Gordon Parkinson — FINANCIAL PLANNING CONSULTANTS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile