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5 STAR INVESTING
ZERBA, JOHN C
CRD 155479
512 N MAIN, MILTON-FREEWATER, OR, 97862, United States
Phone
541-938-6105
Fax
541-938-6639
Registration
— (—)
Source
State registered
Total AUM
$16.2M
Discretionary AUM
$16.2M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2024-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $16.1M |
Official SEC filing: View on IAPD