FIND A PAX VENTURES MANAGEMENT, LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 336631
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for PAX VENTURES MANAGEMENT, LLC Comes From
Understanding the Statistics for PAX VENTURES MANAGEMENT, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
700 El Camino Real Ste 120 Num 1394, Menlo Park, CA 94025
Phone Number
(650) 382-3189
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at PAX VENTURES MANAGEMENT, LLC
Quinn Carlos Carranza
IAR
CRD#: 7619606
Location:
Ontario, CA 91764
Company:
FALCON WEALTH PLANNING, INC.
Disclosures:
Experience:
3 years
Lorie Chantelle Jones
IAR
CRD#: 6496668
Location:
Greenwood Village, CO 80111
Company:
TANDEM FINANCIAL, LLC
Disclosures:
Experience:
10 years
AG
Aaron Gose
IAR
RR
CRD#: 7298774
Location:
Bellevue, WA 98004
Company:
EAGLE STRATEGIES LLC
Disclosures:
Experience:
4 years
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