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AMES FINANCIAL SERVICES
AMES FINANCIAL SERVICES, INC.
CRD 137261
5533 CLARK AVE, LAKEWOOD, CA, 90712, United States
Phone
714-635-2500
Fax
714-635-5748
Registration
— (—)
Source
State registered
Total AUM
$12.9M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $12.9M |
Official SEC filing: View on IAPD