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FIFR
818-605-4900
SEC #801-131862Total AUM
$68M
Employees
1Clients
222Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
818-605-4900
Financials
Total AUM
$68M
Accounts
1,335Discretionary
$68M
Accounts
1,335Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
201AUM
$39.3M
HNW Individual Clients
13AUM
$28.7M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee
Compliance
Disclosures
None reported
State Registrations
AZCADCGAILMANHNJNVNYOHORTNTXVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.