MREC MANAGEMENT, LLC

11 registered advisors·CRD# 277076
SEC# 801-1067350310-929-4600
01

Firm Overview

AUM
$432M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

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

Specialties

Retirement Planning
04

Advisors at MREC MANAGEMENT, LLC

11 registered advisors
Amandeep Singh Ahluwalia
ALL REMOTE WORK, California
Bruce Davidson
CALABASAS, California
Ethan Hosea Penner
LOS ANGELES, California
Fidel Alexander Ovalle
CALABASAS, California
Hardip Parmar
CALABASAS, California
James David Bohan
LOS ANGELES, California
Joseph Anthony Piscina
ALL REMOTE WORK, California
Philip Isaac Haspel
ALL REMOTE WORK, California
Steven Norman Bergman
CALABASAS, California
Thomas Maurice Powers
ALL REMOTE WORK, California
Vicky Lee Schiff
LOS ANGELES, California
05

Office Locations

ALL REMOTE WORK, California
4 advisors
CALABASAS, California
4 advisors
LOS ANGELES, California
3 advisors

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Data sourced from SEC Form ADV filings. MREC MANAGEMENT, LLC (CRD# 277076) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.