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Building 2ERMAN RETIREMENT ADVISORY

Map pinSEAL BEACH, CA
Phone562-546-6021
NotebookSEC #801-112846
Total AUM
$210.5M
Employees
4
Clients
219

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3020 OLD RANCH PKWY
SUITE 100
SEAL BEACH
CA 90740
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
562-546-6021

ReceiptFinancials

Total AUM
$210.5M
Accounts
311
Discretionary
$210.5M
Accounts
311
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
219
AUM
$210.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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