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Collin Mcbirney

TOPLINE CAPITAL MANAGEMENT, LLC·SANTA MONICA, California
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2913 3RD STREET, UNIT 201, SANTA MONICA, CA 90405CRD# 7031100Firm CRD# 298981
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About

Collin Mcbirney is a registered financial advisor based in SANTA MONICA, California, affiliated with TOPLINE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TOPLINE CAPITAL MANAGEMENT, LLC
TOPLINE CAPITAL MANAGEMENT, LLC
AUM
$375M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at TOPLINE CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7031100
Firm CRD# 298981
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Collin Mcbirney offer?
Collin Mcbirney specializes in Retirement Planning. Contact their office in SANTA MONICA, California for a consultation.
What are Collin Mcbirney's credentials?
Collin Mcbirney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Collin Mcbirney located?
Collin Mcbirney is based in SANTA MONICA, California, working with TOPLINE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Collin Mcbirney charge for services?
Collin Mcbirney'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 TOPLINE CAPITAL MANAGEMENT, LLC?
TOPLINE CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $375M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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