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Rupam Shrivastava

EPLANET CAPITAL GROUP HOLDINGS LLC·SAN JOSE, California
Clean recordEPLANET CAPITAL GROUP HOLDINGS LLC
99 ALMADEN BOULEVARD, SAN JOSE, CA 95113CRD# 4920807Firm CRD# 297681

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rupam Shrivastava · SAN JOSE, CA
Registration
CRD #4920807 · EPLANET CAPITAL GROUP HOLDINGS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rupam Shrivastava 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
Introduction

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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# 4920807
Firm CRD# 297681
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rupam Shrivastava offer?
Rupam Shrivastava specializes in Retirement Planning. Contact their office in SAN JOSE, California for a consultation.
What are Rupam Shrivastava's credentials?
Rupam Shrivastava is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rupam Shrivastava located?
Rupam Shrivastava 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 Rupam Shrivastava charge for services?
Rupam Shrivastava'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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