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TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$191.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 191.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 133950 |
| SEC Number | 801-78146 |
| Phone | 805-376-2779 |
| Fax | 805-435-3710 |
| Total Employees | 4 |
Client Count by Type (167 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 105 |
| High Net Worth Individual… | 55 |
| Pension/Profit Sharing Pl… | 7 |
County data not available for this organization.