AdvisorOS Directory
Claim Profile
JP

James Bertrum Potts

MSA ADVISORS, LLC·SANTA MONICA, California
Unclaimed Profile
3110 MAIN STREET, SANTA MONICA, CA 90405CRD# 6411792Firm CRD# 305170
01

About

James Bertrum Potts is a registered financial advisor based in SANTA MONICA, California, affiliated with MSA ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
MSA ADVISORS, LLC
MAIN STREET ADVISORS
AUM
$8.1B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at MSA ADVISORS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6411792
Firm CRD# 305170
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SANTA MONICA?

Browse all registered financial advisors in SANTA MONICA, California or claim this profile if it's yours.

Browse SANTA MONICA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does James Bertrum Potts offer?
James Bertrum Potts specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.
What are James Bertrum Potts's credentials?
James Bertrum Potts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Bertrum Potts located?
James Bertrum Potts is based in SANTA MONICA, California, working with MSA ADVISORS, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does James Bertrum Potts charge for services?
James Bertrum Potts'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 MSA ADVISORS, LLC?
MSA ADVISORS, LLC has approximately 26 employees and manages $8.1B 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 at MSA ADVISORS, LLC

Christine Daniela Banian
SANTA MONICA, CA
Christopher Mark Fillo
SANTA MONICA, CA
Paul David Wachter
SANTA MONICA, CA
Jeremy Brian Szuch
SANTA MONICA, CA
Khoa Dang Le
SANTA MONICA, CA
Todd Jeffrey Rosen
SANTA MONICA, CA

More Advisors in SANTA MONICA, California

Jeffrey Adam Jacobs
OCEAN AVENUE CAPITAL ADVISORS, INC.·SANTA MONICA, CA
Lawrence Ross Goodfriend
OCEAN AVENUE CAPITAL ADVISORS, INC.·SANTA MONICA, CA
Jeffrey Albert Morris Jr.
CHAPTER ONE, PAGE ONE LLC·SANTA MONICA, CA
Milton Rafael Balbuena
VII PEAKS CAPITAL LLC·SANTA MONICA, CA
Barry Jason Simon
CADEN CAPITAL PARTNERS, LP·SANTA MONICA, CA
Brian Weissert
HW CAPITAL LLC·SANTA MONICA, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)IRVINE (455)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile