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Building 2NICHOLAS YRIZARRY WEALTH MANAGEMENT GROUP

Map pinLAGUNA BEACH, CA
Phone949-715-8585
NotebookSEC #801-72630
Total AUM
$12M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
361 FOREST AVENUE
SUITE 202
LAGUNA BEACH
CA 92651
United States
Operating Hours
8 A.M. - 4 P.M.
Monday - Friday
Phone
949-715-8585

ReceiptFinancials

Total AUM
$12M
Accounts
141
Discretionary
$12M
Accounts
141
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
MANAGEMENT OF VARIABLE ANNUITY SUB-ACCOUNTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAVA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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