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SANTA CRUZ FINANCIAL

CRD 334207

Visit website

9681 BUSINESS CENTER DRIVE, SUITE A, RANCHO CUCAMONGA, CA, 91730, United States

Phone

(909) 225-5710

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$0

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

All web addresses on file

Official SEC filing: View on IAPD