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Hardeep Singh Walia

MOTIF CAPITAL MANAGEMENT, INC.·SAN MATEO, California
SIE, Series 7, Series 24, Series 63Clean recordMOTIF CAPITAL MANAGEMENT, INC.
2 E. 3RD AVE., SAN MATEO, CA 94401CRD# 5866954Firm CRD# 277051

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Hardeep Singh Walia · SAN MATEO, CA
Registration
CRD #5866954 · MOTIF CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MOTIF CAPITAL MANAGEMENT, INC.
CRD 277051 · SEC 801-105472
AUM
$869M
Regulatory assets under management
Employees
7
184 client accounts
Services offered by MOTIF CAPITAL MANAGEMENT, INC.
Per Form ADV
Pension consulting
Selection of other advisers
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
Nonprofits & Foundations
View all advisors at MOTIF CAPITAL MANAGEMENT, INC. →
Introduction

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Frequently Asked Questions

What services does Hardeep Singh Walia offer?
Hardeep Singh Walia specializes in Retirement Planning, Wealth Management. Contact their office in SAN MATEO, California for a consultation.
What are Hardeep Singh Walia's credentials?
Hardeep Singh Walia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hardeep Singh Walia located?
Hardeep Singh Walia is based in SAN MATEO, California, working with MOTIF CAPITAL MANAGEMENT, INC.. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does Hardeep Singh Walia charge for services?
Hardeep Singh Walia's firm is compensated through percentage of aum, other: licenses fees from models & indexes. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOTIF CAPITAL MANAGEMENT, INC.?
MOTIF CAPITAL MANAGEMENT, INC. has approximately 7 employees and manages $869M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MOTIF CAPITAL MANAGEMENT, INC.

Connie Marie Kuhl
SAN MATEO, CA
Tuhin Ghosh
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Research
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