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Building 2JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT

Map pin
Phone661-586-8549
NotebookSEC #801-71603
Total AUM
$7.7M
Employees
1
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
661-586-8549

ReceiptFinancials

Total AUM
$7.7M
Accounts
18
Discretionary
$7.7M
Accounts
18
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$3.9M
HNW Individual Clients
1
AUM
$2.6M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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