AMIP MANAGEMENT
Seal Beach, CA
AUM
$1.46B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Commissions +2 more
562-735-6555
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, SEAL BEACH
6 advisers found
KTF INVESTMENTS, LLC
Seal Beach, CA
AUM
$700.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
513-618-4498
MY PORTFOLIO GUIDE, LLC
Seal Beach, CA
AUM
$201.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(562)799-5595
FINEBERG FINANCIAL MANAGEMENT LLC
Seal Beach, CA
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
562-446-0028
JST INVESTMENT CONSULTING
Seal Beach, CA
AUM
$26.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
562-999-4578
KENNETH DEAN & CO FINANCIAL ADVISORY SERVICES
Seal Beach, CA
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
562-794-5458
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