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ETI FINANCIAL GROUP
805-933-5977
SEC #801-55141Total AUM
$40.7M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
805-933-5977
Financials
Total AUM
$40.7M
Accounts
68Discretionary
$0
Accounts
0Non-Discretionary
$40.7M
Accounts
68
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAIN
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.