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Building 2INVESTOR FINANCIAL SOLUTIONS

Map pinHUNTINGTON BEACH, CA
Phone714-841-6335
NotebookSEC #801-61203
Total AUM
$0
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18377 BEACH BLVD SUITE 325
HUNTINGTON BEACH
CA 92648-1350
USA
Operating Hours
9:00 - 5:00 (PT)
Monday - Friday
Phone
714-841-6335

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
VARYING FEES FOR SEMINARS AND EDUCATIONAL WORKSHOPS

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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