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Adam Douglas Lilling

PLUS CAPITAL MANAGEMENT, L.L.C.·VENICE, California
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1729 ABBOT KINNEY BLVD., VENICE, CA 90291CRD# 6190161Firm CRD# 167459
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About

Adam Douglas Lilling is a registered financial advisor based in VENICE, California, affiliated with PLUS CAPITAL MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PLUS CAPITAL MANAGEMENT, L.L.C.
PLUS CAPITAL
AUM
$195M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at PLUS CAPITAL MANAGEMENT, L.L.C. →
Services
Pension consulting
Other
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Background

Compensation
Percentage of AUM
Commissions
Performance-based fees
Regulatory
SEC/IARD CRD# 6190161
Firm CRD# 167459
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Adam Douglas Lilling offer?
Adam Douglas Lilling specializes in Retirement Planning. Contact their office in VENICE, California for a consultation.
What are Adam Douglas Lilling's credentials?
Adam Douglas Lilling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Douglas Lilling located?
Adam Douglas Lilling is based in VENICE, California, working with PLUS CAPITAL MANAGEMENT, L.L.C.. Their office serves clients in the VENICE metropolitan area and surrounding communities.
How does Adam Douglas Lilling charge for services?
Adam Douglas Lilling's firm is compensated through percentage of aum, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLUS CAPITAL MANAGEMENT, L.L.C.?
PLUS CAPITAL MANAGEMENT, L.L.C. has approximately 9 employees and manages $195M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VENICE
Brian Paul Dawson — DAWSON & DAWSON CAPITAL PARTNERS LLCDavid George Baram — SUPERBLOOM PARTNERS MANAGEMENT LLCMichael Mirel — WHITEHART PARTNERS, LLCDavid King Lassman — WHITEHART PARTNERS, LLCIan Vincent Deweerdt — DAWSON & DAWSON 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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