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David Leonard Van Overeem

RMR CAPITAL MANAGEMENT LLC·TUSTIN, California
Unclaimed Profile
17822 EAST 17TH STREET, SUITE 310, TUSTIN, CA 92780CRD# 3186424Firm CRD# 285334
01

About

David Leonard Van Overeem is a registered financial advisor based in TUSTIN, California, affiliated with RMR CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RMR CAPITAL MANAGEMENT LLC
RMR CAPITAL MANAGEMENT LLC
AUM
$142M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at RMR CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3186424
Firm CRD# 285334
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Leonard Van Overeem offer?
David Leonard Van Overeem specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TUSTIN, California for a consultation.
What are David Leonard Van Overeem's credentials?
David Leonard Van Overeem is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Leonard Van Overeem located?
David Leonard Van Overeem is based in TUSTIN, California, working with RMR CAPITAL MANAGEMENT LLC. Their office serves clients in the TUSTIN metropolitan area and surrounding communities.
How does David Leonard Van Overeem charge for services?
David Leonard Van Overeem's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RMR CAPITAL MANAGEMENT LLC?
RMR CAPITAL MANAGEMENT LLC has approximately 1 employees and manages $142M 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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