3(38) INVESTMENT FIDUCIARIES
Total AUM
$1B
Employees
2Clients
207Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3355 COCHRAN STREET
SUITE 101
SIMI VALLEY
CA 93063
United States
SUITE 101
SIMI VALLEY
CA 93063
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
(818) 296-9529
Other Offices
1
Financials
Total AUM
$1B
Accounts
207Discretionary
$1B
Accounts
207Non-Discretionary
$0
Accounts
0
Clients
Pension/Profit Sharing Plan Clients
207AUM
$1B
Services
Services Offered
Pension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAHIIDNJORTXUTWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.