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Building 2IMS CPAS & ASSOCIATES

Map pinRIVERSIDE, CA
Phone909-781-7320
NotebookSEC #801-32389
Total AUM
$21M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6960 MAGNOLIA AVENUE,
STE 200
RIVERSIDE
CA 92506
USA
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
909-781-7320

ReceiptFinancials

Total AUM
$21M
Accounts
121
Discretionary
$21M
Accounts
121
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Pending Regulatory Proceeding
State Registrations
CAOR

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

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