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SURETY INVESTMENT SERVICES
SURETY INVESTMENT SERVICES, INC.
CRD 135295
4520 WILSHIRE BLVD, SUITE 201, LOS ANGELES, CA, 90010-3870, United States
Phone
323 939 3100
Fax
323 939 3150
Registration
— (—)
Source
State registered
Total AUM
$62.7M
Discretionary AUM
$62.7M
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-06
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $12.5M |
| High net worth individuals | 61 | $50.2M |
All web addresses on file
Official SEC filing: View on IAPD