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MENLO EQUITIES V LLC
MENLO EQUITIES V LLC
MENLO EQUITIES LLC
MENLO PARK, California
·
6 registered advisors
·
CRD# 162139
SEC# 801-74582
2
650-326-9300
01
Firm Overview
AUM
$3.2B
Regulatory assets under management
Employees
41
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: ACQUISITION AND DISPOSITION FEES, PROPERTY MANAGEMENT FEES, ETC.
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at MENLO EQUITIES V LLC
6 registered advisors
Benjamin Dure Bullock
MENLO PARK, California
CRD# 7245248
Henry Bullock
MENLO PARK, California
CRD# 6035438
Kevin Scott Kujawski
MENLO PARK, California
CRD# 6036211
Michael Joseph Griffin
MENLO PARK, California
CRD# 6887508
Richard James Holmstrom
MENLO PARK, California
CRD# 6035439
Robert Ham Eng
MENLO PARK, California
CRD# 7164372
05
Office Locations
MENLO PARK, California
6 advisors
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Data sourced from SEC Form ADV filings. MENLO EQUITIES V LLC (CRD# 162139) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.