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Peter Chamberlin Davis

EXCOLERE EQUITY PARTNERS, LLC·SANTA MONICA, California
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2450 COLORADO AVE., SANTA MONICA, CA 90404CRD# 1622208Firm CRD# 324822
01

About

Peter Chamberlin Davis is a registered financial advisor based in SANTA MONICA, California, affiliated with EXCOLERE EQUITY PARTNERS, 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
EXCOLERE EQUITY PARTNERS, LLC
EXCOLERE EQUITY PARTNERS, LLC
AUM
$190M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at EXCOLERE EQUITY PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: MONITORING FEES
Regulatory
SEC/IARD CRD# 1622208
Firm CRD# 324822
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Chamberlin Davis offer?
Peter Chamberlin Davis specializes in Retirement Planning. Contact their office in SANTA MONICA, California for a consultation.
What are Peter Chamberlin Davis's credentials?
Peter Chamberlin Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Chamberlin Davis located?
Peter Chamberlin Davis is based in SANTA MONICA, California, working with EXCOLERE EQUITY PARTNERS, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Peter Chamberlin Davis charge for services?
Peter Chamberlin Davis's firm is compensated through percentage of aum, performance-based fees, other: monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXCOLERE EQUITY PARTNERS, LLC?
EXCOLERE EQUITY PARTNERS, LLC has approximately 8 employees and manages $190M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EXCOLERE EQUITY PARTNERS, LLC

Marcelus Anthony Decoulode Iii
SANTA MONICA, CA
Annie J Choi
SANTA MONICA, CA
Anthony Wilder Miller
SANTA MONICA, CA

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Research
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