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REDEFINE FINANCIAL
REDEFINE FINANCIAL LLC
CRD 297277
27201 PUERTA REAL, SUITE 300, MISSION VIEJO, CA, 92691, United States
Phone
949-354-5543
Fax
949-354-5542
Registration
— (—)
Source
State registered
Total AUM
$37.8M
Discretionary AUM
$37.8M
Team
1 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
0
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 consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $16.5M |
| High net worth individuals | 14 | $20.9M |
| Pension/profit sharing plans | 1 | $442K |
All web addresses on file
Official SEC filing: View on IAPD