EPLANET CAPITAL GROUP HOLDINGS LLC

EPLANET CAPITAL
SAN JOSE, California·4 registered advisors·CRD# 297681
SEC# 802-1201250408-236-6500
01

Firm Overview

AUM
$100M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

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

Specialties

Retirement Planning
04

Advisors at EPLANET CAPITAL GROUP HOLDINGS LLC

4 registered advisors
Amira Atallah
SAN JOSE, California
Dennis Atkinson
SAN JOSE, California
Ilhyun Cho
SAN JOSE, California
Rupam Shrivastava
SAN JOSE, California
05

Office Locations

SAN JOSE, California
4 advisors

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Data sourced from SEC Form ADV filings. EPLANET CAPITAL GROUP HOLDINGS LLC (CRD# 297681) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.