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Jeremy Sundance David

LITTLE HOUSE CAPITAL, LLC·BRAINTREE, Massachusetts
Clean recordLITTLE HOUSE CAPITAL, LLC
35 BRAINTREE HILL PARK, BRAINTREE, MA 02184CRD# 3207352Firm CRD# 290070

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremy Sundance David · BRAINTREE, MA
Registration
CRD #3207352 · LITTLE HOUSE CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeremy Sundance David is a registered financial advisor based in BRAINTREE, Massachusetts, affiliated with LITTLE HOUSE CAPITAL, 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
Introduction

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03

Firm Overview

Firm
LITTLE HOUSE CAPITAL, LLC
LITTLE HOUSE CAPITAL, LLC
AUM
$532M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at LITTLE HOUSE CAPITAL, 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# 3207352
Firm CRD# 290070
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeremy Sundance David offer?
Jeremy Sundance David specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRAINTREE, Massachusetts for a consultation.
What are Jeremy Sundance David's credentials?
Jeremy Sundance David is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy Sundance David located?
Jeremy Sundance David is based in BRAINTREE, Massachusetts, working with LITTLE HOUSE CAPITAL, LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.
How does Jeremy Sundance David charge for services?
Jeremy Sundance David'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 LITTLE HOUSE CAPITAL, LLC?
LITTLE HOUSE CAPITAL, LLC has approximately 8 employees and manages $532M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LITTLE HOUSE CAPITAL, LLC

Shawn Michael Mccarthy
TOPSFIELD, MA
James Reginald Moise
BRAINTREE, MA
Robert Byron Murphy
BRAINTREE, MA
Robert Cheney Stimson
BRAINTREE, MA

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Nearby cities in Massachusetts
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Research
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