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Building 2RETIREMENTADVICE | JKA

Map pinANAHEIM, CA
Phone714-779-9200
NotebookSEC #801-80313
Total AUM
$267.3M
Employees
4
Clients
256

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1251 N. MANASSERO ST.
SUITE #405A
ANAHEIM
CA 92807
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
714-779-9200

ReceiptFinancials

Total AUM
$267.3M
Accounts
987
Discretionary
$267.3M
Accounts
987
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
195
AUM
$81.7M
HNW Individual Clients
55
AUM
$183.8M
Charitable Organization Clients
6
AUM
$1.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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