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REFRESH INVESTMENTS
REFRESH INVESTMENTS LLC
CRD 297146
401 WILSHIRE BLVD., 12TH FLOOR, SANTA MONICA, CA, 90401, United States
Phone
424-625-7260
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$61.5M
Discretionary AUM
$61.5M
Team
2 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $4.3M |
| High net worth individuals | 19 | $57.3M |
All web addresses on file
Official SEC filing: View on IAPD