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Building 23(38) INVESTMENT FIDUCIARIES

Map pinSIMI VALLEY, CA
Phone(818) 296-9529
NotebookSEC #801-114078
Total AUM
$1B
Employees
2
Clients
207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3355 COCHRAN STREET
SUITE 101
SIMI VALLEY
CA 93063
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
(818) 296-9529
Other Offices
1

ReceiptFinancials

Total AUM
$1B
Accounts
207
Discretionary
$1B
Accounts
207
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
207
AUM
$1B

Briefcase businessServices

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Services Offered
Pension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAHIIDNJORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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