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P&L FAMILY WEALTH
P&L FAMILY WEALTH, LLC
CRD 341272
13300 CROSSROADS PKWY N, 170, CITY OF INDUSTRY, CA, 91746, United States
Phone
949-783-8873
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Official SEC filing: View on IAPD