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Building 2INSPIRED FINANCIAL

Map pinHUNTINGTON BEACH, CA
Phone714-971-0663
NotebookSEC #801-79055
Total AUM
$240M
Employees
8
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5011 ARGOSY AVENUE
STE. 7
HUNTINGTON BEACH
CA 92649
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
714-971-0663

ReceiptFinancials

Total AUM
$240M
Accounts
510
Discretionary
$240M
Accounts
510
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$15M
HNW Individual Clients
99
AUM
$225M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
HOURLY ACCOUNTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAPA

HandshakeAffiliates

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

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