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CAPO CREEK FINANCIAL SOLUTIONS
PIERRE JACQUES GENDREAU
CRD 311923
26 VIA ADRIAN, SAN CLEMENTE, CA, 92673, United States
Phone
949-433-7768
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.0M
Discretionary AUM
$9.0M
Team
0 total employees; 0 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $9.0M |
Official SEC filing: View on IAPD