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Building 2PROFESSIONAL PLANNING

Map pinTHOUSAND OAKS, CA
Phone805-446-4601
NotebookSEC #801-57077
Total AUM
$186.9M
Employees
8
Clients
360

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 EAST THOUSAND OAKS BLVD,
#150
THOUSAND OAKS
CA 91360
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
805-446-4601

ReceiptFinancials

Total AUM
$186.9M
Accounts
906
Discretionary
$186.9M
Accounts
906
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
313
AUM
$112.1M
HNW Individual Clients
35
AUM
$62.1M
Pension/Profit Sharing Plan Clients
8
AUM
$10.9M
Corporation or Business Clients
4
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLANHNVNYORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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