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INVESTMENT & FINANCIAL MANAGEMENT GROUP LLC
CUPERTINO, CA
408-646-6688
SEC #801-67873Total AUM
$12M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
836 KIM ST
CUPERTINO
CA 95014
USA
CUPERTINO
CA 95014
USA
Operating Hours
8H
Monday - Friday
Monday - Friday
Phone
408-646-6688
Financials
Total AUM
$12M
Accounts
14Discretionary
$8M
Accounts
8Non-Discretionary
$4M
Accounts
6
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.