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Tamara Dunn

COASTLAND CAPITAL LLC·SOUTH SAN FRANCISCO, California
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601 GATEWAY BOULEVARD, SOUTH SAN FRANCISCO, CA 94080CRD# 3156370Firm CRD# 152884
01

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.

02

Focus Areas

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

Firm Overview

Firm
COASTLAND CAPITAL LLC
COASTLAND CAPITAL LLC
AUM
$2.6B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at COASTLAND CAPITAL LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3156370
Firm CRD# 152884
1 disclosure on file
View on FINRA BrokerCheck →

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05

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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Other advisors in SOUTH SAN FRANCISCO
Gregory Young — SPRUCE CAPITAL PARTNERS LLCPeter Matthew Sterling — COASTLAND CAPITAL LLCScott Perry Matagrano — ORSO PARTNERS, LPGordon Converse Holterman — COASTLAND CAPITAL LLCGanesh Kishore — SPRUCE CAPITAL PARTNERS LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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