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Building 2LIBBIE AGRAN FINANCIAL SERVICES & SEMINARS

Map pinSANTA MONICA, CA
Phone310-586-1828
NotebookSEC #801-24081
Total AUM
$691.9M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2120 COLORADO AVENUE
SUITE 100
SANTA MONICA
CA 90404
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
310-586-1828

ReceiptFinancials

Total AUM
$691.9M
Accounts
321
Discretionary
$682.7M
Accounts
296
Non-Discretionary
$9.2M
Accounts
25

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTXWA

HandshakeAffiliates

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

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