Unclaimed Profile

Tamara Dunn

COASTLAND CAPITAL LLC·SOUTH SAN FRANCISCO, California

COASTLAND CAPITAL LLC

601 GATEWAY BOULEVARD, SOUTH SAN FRANCISCO, CA 94080CRD# 3156370Firm CRD# 152884

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tamara Dunn · SOUTH SAN FRANCISCO, CA

Registration

CRD #3156370 · COASTLAND CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Tamara Dunn is a registered financial advisor based in SOUTH SAN FRANCISCO, California, affiliated with COASTLAND CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

COASTLAND CAPITAL LLC

AUM

$2.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at COASTLAND CAPITAL LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 3156370

Firm CRD# 152884

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tamara Dunn offer?

Tamara Dunn specializes in Retirement Planning, Wealth Management. Contact their office in SOUTH SAN FRANCISCO, California for a consultation.

What are Tamara Dunn's credentials?

Tamara Dunn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tamara Dunn located?

Tamara Dunn is based in SOUTH SAN FRANCISCO, California, working with COASTLAND CAPITAL LLC. Their office serves clients in the SOUTH SAN FRANCISCO metropolitan area and surrounding communities.

How does Tamara Dunn charge for services?

Tamara Dunn'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 COASTLAND CAPITAL LLC?

COASTLAND CAPITAL LLC has approximately 21 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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