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SERVICE ONE FINANCIAL
GAP FINANCIAL, INC.
CRD 149137
27131 CALLE ARROYO, SUITE 1722, SAN JUAN CAPISTRANO, CA, 92675, United States
Phone
949-305-9911
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.2M
Discretionary AUM
$4.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $4.2M |
All web addresses on file
Official SEC filing: View on IAPD