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FINANCIAL TELESIS COMPANY
CRD 112804
1603 COPENHAGEN DRIVE, SUITE 5, SOLVANG, CA, 93463, United States
Phone
805-686-5766
Fax
NONE
Registration
— (—)
Source
State registered
Total AUM
$22.2M
Discretionary AUM
$22.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $10.5M |
| High net worth individuals | 9 | $10.9M |
| Pension/profit sharing plans | 1 | $45K |
| Charitable organizations | 1 | $513K |
| Corporations/business entities | 1 | $171K |
Official SEC filing: View on IAPD