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Adam Douglas Lilling

PLUS CAPITAL MANAGEMENT, L.L.C.·VENICE, California
SIE, Series 7, Series 24, Series 63, Series 79TO, Series 99TOClean recordPLUS CAPITAL MANAGEMENT, L.L.C.
1729 ABBOT KINNEY BLVD., VENICE, CA 90291CRD# 6190161Firm CRD# 167459

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Douglas Lilling · VENICE, CA
Registration
CRD #6190161 · PLUS CAPITAL MANAGEMENT, L.L.C.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PLUS CAPITAL MANAGEMENT, L.L.C.
CRD 167459 · SEC 801-128254
AUM
$195M
Regulatory assets under management
Employees
9
13 client accounts
Services offered by PLUS CAPITAL MANAGEMENT, L.L.C.
Per Form ADV
Pension consulting
Other
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at PLUS CAPITAL MANAGEMENT, L.L.C. →
Introduction

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04

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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