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Building 2CYMRIC FAMILY OFFICE SERVICES

Map pinCOSTA MESA, CA
Phone714-641-1402
NotebookSEC #801-51614
Total AUM
$186.3M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
151 KALMUS DRIVE
SUITE J-1
COSTA MESA
CA 92626
USA
Operating Hours
8:30AM-6:00PM
Monday - Friday
Phone
714-641-1402

ReceiptFinancials

Total AUM
$186.3M
Accounts
34
Discretionary
$0
Accounts
0
Non-Discretionary
$186.3M
Accounts
34

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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