FILICE RETIREMENT SERVICES

Phone

408-350-5751

Fax

—

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

4 total employees; 4 advisory reps

Clients

51-100

Fees

Hourly charges; Fixed fees; ASSET BASED FEES ON RETIREMENT PLANS UNDER ADVISEMENT

Org form

Corporation

Filing date

2026-05-12

Disciplinary history

No