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David Scott Post

LLENROC CAPITAL LLC·SAN RAFAEL, California
Unclaimed Profile
781 LINCOLN AVENUE, SAN RAFAEL, CA 94901CRD# 1225121Firm CRD# 140390
01

About

David Scott Post is a registered financial advisor based in SAN RAFAEL, California, affiliated with LLENROC CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
UNDERHILL INVESTMENT MANAGEMENT LLC
UNDERHILL INVESTMENT MANAGEMENT LLC
AUM
$191M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at UNDERHILL INVESTMENT MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1225121
Firm CRD# 140390
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Scott Post offer?
David Scott Post specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN RAFAEL, California for a consultation.
What are David Scott Post's credentials?
David Scott Post is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Scott Post located?
David Scott Post is based in SAN RAFAEL, California, working with LLENROC CAPITAL LLC. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.
How does David Scott Post charge for services?
David Scott Post's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LLENROC CAPITAL LLC?
LLENROC CAPITAL LLC has approximately 6 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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