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ANDREY, DOUGLAS

ANDREY, DOUGLAS, GEORGE

CRD 312183 · SEC 801-122552

5531 CASTLE MANOR DR, SAN JOSE, CA, 95129, United States

Phone

408-313-0705

Fax

Registration

— (—)

Source

State registered

Total AUM

$1.6M

Discretionary AUM

$1.6M

Team

1 total employees; 1 advisory reps

Clients

Fees

Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-26

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals2$1.6M

Official SEC filing: View on IAPD