Advent Capital LLC
Advent Capital LLC (CRD# 165348) is a financial advisory firm headquartered in Roseville, CA. They manage $10,376,760 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$207,535
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
Mikus Mergups (CRD# 4549932) is an Investment Advisor Representative working at Advent Capital LLC in Roseville, CA and has over 15 years of experience in the finance industry. Mikus Mergups has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kathryn Starbuck (CRD# 4494337) is an Investment Advisor Representative working at Advent Capital LLC in Roseville, CA and has over 11 years of experience in the finance industry.