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DBA NOTMAN FINANCIAL GROUP
STOCKTON, CA
209-955-5955
SEC #801-57979Total AUM
$3.7M
Employees
1Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3133 WEST MARCH LANE
SUITE 2000
STOCKTON
CA 95219
United States
SUITE 2000
STOCKTON
CA 95219
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
209-955-5955
Financials
Total AUM
$3.7M
Accounts
119Discretionary
$3.7M
Accounts
119Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.