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David Nicolas Johan

DOCEO WEALTH, LLC·MERIDIAN, Idaho
Unclaimed Profile
1880 S. COBALT POINT WAY, MERIDIAN, ID 83642CRD# 5881078Firm CRD# 310415
01

About

David Nicolas Johan is a registered financial advisor based in MERIDIAN, Idaho, affiliated with DOCEO WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DOCEO WEALTH, LLC
DOCEO WEALTH, LLC
AUM
$204M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at DOCEO WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5881078
Firm CRD# 310415
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Nicolas Johan offer?
David Nicolas Johan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MERIDIAN, Idaho for a consultation.
What are David Nicolas Johan's credentials?
David Nicolas Johan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Nicolas Johan located?
David Nicolas Johan is based in MERIDIAN, Idaho, working with DOCEO WEALTH, LLC. Their office serves clients in the MERIDIAN metropolitan area and surrounding communities.
How does David Nicolas Johan charge for services?
David Nicolas Johan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOCEO WEALTH, LLC?
DOCEO WEALTH, LLC has approximately 6 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Idaho
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City Guides
BOISE GuideEAGLE GuideKETCHUM GuideIDAHO FALLS GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
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