AdvisorOS Directory
Claim Profile
EU

Eri No Middle Name Ueda

PEGASUS TECH VENTURES, INC.·SAN JOSE, California
Unclaimed Profile
2680 NORTH FIRST STREET, SAN JOSE, CA 95134CRD# 7894357Firm CRD# 164588
01

About

Eri No Middle Name Ueda is a registered financial advisor based in SAN JOSE, California, affiliated with PEGASUS TECH VENTURES, INC.. 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
PEGASUS TECH VENTURES, INC.
PEGASUS TECH VENTURES, INC.
AUM
$2.2B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at PEGASUS TECH VENTURES, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7894357
Firm CRD# 164588
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 Eri No Middle Name Ueda offer?
Eri No Middle Name Ueda specializes in Retirement Planning. Contact their office in SAN JOSE, California for a consultation.
What are Eri No Middle Name Ueda's credentials?
Eri No Middle Name Ueda is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eri No Middle Name Ueda located?
Eri No Middle Name Ueda is based in SAN JOSE, California, working with PEGASUS TECH VENTURES, INC.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does Eri No Middle Name Ueda charge for services?
Eri No Middle Name Ueda's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEGASUS TECH VENTURES, INC.?
PEGASUS TECH VENTURES, INC. has approximately 40 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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