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Building 2IFC ADVISORY

Map pinCARPINTERIA, CA
Phone213-458-6900
NotebookSEC #801-63809
Total AUM
$48.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3333 FOOTHILL RD.
CARPINTERIA
CA 93013
United States
Operating Hours
10:00TO 1:00PM
FRIDAY ONLY
Phone
213-458-6900

ReceiptFinancials

Total AUM
$48.5M
Accounts
388
Discretionary
$43.4M
Accounts
370
Non-Discretionary
$5.2M
Accounts
18

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 Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Pending Civil ProceedingPending Regulatory Proceeding
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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