CMR CAPITAL MANAGEMENT, LLC

PASADENA, California·2 registered advisors·CRD# 284054
SEC# 801-1082400626-817-9900
01

Firm Overview

AUM
$204M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at CMR CAPITAL MANAGEMENT, LLC

2 registered advisors
Dana Ostenson
PASADENA, California
Susan Xu
PASADENA, California
05

Office Locations

PASADENA, California
2 advisors

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Data sourced from SEC Form ADV filings. CMR CAPITAL MANAGEMENT, LLC (CRD# 284054) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.