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Building 2COMPREHENSIVE FINANCIAL SERVICES

Map pinBURBANK, CA
Phone818-846-8092
NotebookSEC #801-64436
Total AUM
$114.9M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3811 WEST BURBANK BLVD.
BURBANK
CA 91505
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
818-846-8092

ReceiptFinancials

Total AUM
$114.9M
Accounts
772
Discretionary
$39.7M
Accounts
272
Non-Discretionary
$75.2M
Accounts
500

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial Planning
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

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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