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QUALIFIED PLAN ADVISORY, LLC
COSTA MESA, CA
714-486-4544
SEC #801-66437Total AUM
$65M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1525 MESA VERDE DRIVE EAST
SUITE 224
COSTA MESA
CA 92626
United States
SUITE 224
COSTA MESA
CA 92626
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
714-486-4544
Financials
Total AUM
$65M
Accounts
22Discretionary
$0
Accounts
0Non-Discretionary
$65M
Accounts
22
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementPension Consulting
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.