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Building 2FINEBERG FINANCIAL MANAGEMENT LLC

Map pinSEAL BEACH, CA
Phone562-446-0028
NotebookSEC #801-126608
Total AUM
$22.4M
Employees
1
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3020 OLD RANCH PARKWAY
SUITE 300
SEAL BEACH
CA 90740
United States
Operating Hours
6:30 AM - 3:30 PM
Monday - Friday
Phone
562-446-0028

ReceiptFinancials

Total AUM
$22.4M
Accounts
115
Discretionary
$22.4M
Accounts
115
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16
AUM
$2.4M
HNW Individual Clients
25
AUM
$20M
Investment Advisor Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges 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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