Active
FAMILY FINANCIAL
Investment Advice|MANHATTAN BEACH, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$232.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 232.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 316723 |
| SEC Number | 801-122728 |
| Street Address | 1601 N. SEPULVEDA BLVD |
| Street Address 2 | 722 |
| Location | MANHATTAN BEACH, CA 90266 |
| Country | United States |
| Phone | (310) 598-8481 |
| Fax | (424) 208-0664 |
| Total Employees | 4 |
Client Count by Type (127 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 43 |
| Pension/Profit Sharing Pl… | 39 |
| Individuals (other than H… | 34 |
| Corporations/Businesses | 11 |
Community Partners
CITY OF AGOURA HILLS
CITY OF ALHAMBRA
CITY OF ARCADIA
CITY OF ARTESIA
CITY OF AVALON
CITY OF AZUSA
CITY OF BALDWIN PARK
CITY OF BELL
CITY OF BELLFLOWER
CITY OF BELL GARDENS
CITY OF BEVERLY HILLS
CITY OF BRADBURY
CITY OF BURBANK
CITY OF CALABASAS
CITY OF CARSON
CITY OF CLAREMONT
CITY OF COMMERCE
CITY OF COSTA MESA
CITY OF COVINA
CITY OF CUDAHY
CITY OF AGOURA HILLS
CITY OF ALHAMBRA
CITY OF ARCADIA
CITY OF ARTESIA
CITY OF AVALON
CITY OF AZUSA
CITY OF BALDWIN PARK
CITY OF BELL
CITY OF BELLFLOWER
CITY OF BELL GARDENS
CITY OF BEVERLY HILLS
CITY OF BRADBURY
CITY OF BURBANK
CITY OF CALABASAS
CITY OF CARSON
CITY OF CLAREMONT
CITY OF COMMERCE
CITY OF COSTA MESA
CITY OF COVINA
CITY OF CUDAHY
CITY OF AGOURA HILLS
CITY OF ALHAMBRA
CITY OF ARCADIA
CITY OF ARTESIA
CITY OF AVALON
CITY OF AZUSA
CITY OF BALDWIN PARK
CITY OF BELL
CITY OF BELLFLOWER
CITY OF BELL GARDENS
CITY OF BEVERLY HILLS
CITY OF BRADBURY
CITY OF BURBANK
CITY OF CALABASAS
CITY OF CARSON
CITY OF CLAREMONT
CITY OF COMMERCE
CITY OF COSTA MESA
CITY OF COVINA
CITY OF CUDAHY
Municipal Government
88 Active
88
Organizations
ABALONE COVE LANDSLIDE ABATEMENT DISTRICT
A HEALTHIER COMMUNITY FOR OUR CHILDREN & FAMILIES
ALAMEDA CORRIDOR TRANSPORTATION AUTHORITY
ALLIANCE OF SCHOOLS FOR COOPERATIVE INSURANCE PROGRAMS
ALTADENA LIBRARY DISTRICT
Altadena Library District CFD No 2020-1
ANTELOPE VALLEY AIR QUALITY MANAGEMENT DISTRICT
ANTELOPE VALLEY CEMETERY DISTRICT
ANTELOPE VALLEY EAST KERN WATER AGENCY
ANTELOPE VALLEY HEALTHCARE DISTRICT
ANTELOPE VALLEY MOSQUITO AND VECTOR CONTROL DISTRICT
ANTELOPE VALLEY RESOURCE CONSERVATION DISTRICT
ANTELOPE VALLEY STATE WATER CONTRACTORS ASSOCIATION
ANTELOPE VALLEY TRANSIT AUTHORITY
ARROYO VERDUGO COMMUNITIES JOINT POWERS AUTHORITY
ARTESIA CEMETERY DISTRICT
AZUSA - RMC JOINT POWERS AUTHORITY
BALDWIN HILLS REGIONAL CONSERVATION AUTHORITY
BALDWIN PARK FINANCING AUTHORITY
BALDWIN PARK HOUSING AUTHORITY
ABALONE COVE LANDSLIDE ABATEMENT DISTRICT
A HEALTHIER COMMUNITY FOR OUR CHILDREN & FAMILIES
ALAMEDA CORRIDOR TRANSPORTATION AUTHORITY
ALLIANCE OF SCHOOLS FOR COOPERATIVE INSURANCE PROGRAMS
ALTADENA LIBRARY DISTRICT
Altadena Library District CFD No 2020-1
ANTELOPE VALLEY AIR QUALITY MANAGEMENT DISTRICT
ANTELOPE VALLEY CEMETERY DISTRICT
ANTELOPE VALLEY EAST KERN WATER AGENCY
ANTELOPE VALLEY HEALTHCARE DISTRICT
ANTELOPE VALLEY MOSQUITO AND VECTOR CONTROL DISTRICT
ANTELOPE VALLEY RESOURCE CONSERVATION DISTRICT
ANTELOPE VALLEY STATE WATER CONTRACTORS ASSOCIATION
ANTELOPE VALLEY TRANSIT AUTHORITY
ARROYO VERDUGO COMMUNITIES JOINT POWERS AUTHORITY
ARTESIA CEMETERY DISTRICT
AZUSA - RMC JOINT POWERS AUTHORITY
BALDWIN HILLS REGIONAL CONSERVATION AUTHORITY
BALDWIN PARK FINANCING AUTHORITY
BALDWIN PARK HOUSING AUTHORITY
ABALONE COVE LANDSLIDE ABATEMENT DISTRICT
A HEALTHIER COMMUNITY FOR OUR CHILDREN & FAMILIES
ALAMEDA CORRIDOR TRANSPORTATION AUTHORITY
ALLIANCE OF SCHOOLS FOR COOPERATIVE INSURANCE PROGRAMS
ALTADENA LIBRARY DISTRICT
Altadena Library District CFD No 2020-1
ANTELOPE VALLEY AIR QUALITY MANAGEMENT DISTRICT
ANTELOPE VALLEY CEMETERY DISTRICT
ANTELOPE VALLEY EAST KERN WATER AGENCY
ANTELOPE VALLEY HEALTHCARE DISTRICT
ANTELOPE VALLEY MOSQUITO AND VECTOR CONTROL DISTRICT
ANTELOPE VALLEY RESOURCE CONSERVATION DISTRICT
ANTELOPE VALLEY STATE WATER CONTRACTORS ASSOCIATION
ANTELOPE VALLEY TRANSIT AUTHORITY
ARROYO VERDUGO COMMUNITIES JOINT POWERS AUTHORITY
ARTESIA CEMETERY DISTRICT
AZUSA - RMC JOINT POWERS AUTHORITY
BALDWIN HILLS REGIONAL CONSERVATION AUTHORITY
BALDWIN PARK FINANCING AUTHORITY
BALDWIN PARK HOUSING AUTHORITY
Special District
213 Active
213
Organizations
ABC UNIF SCHOOL DIST
ACTON AGUA DULCE UNIFIED SCHOOL DISTRICT
ALHAMBRA UNIFIED SCHOOL DISTRICT
ALMA FUERTE PUBLIC SCHOOL
ANTELOPE VALLEY COMMUNITY COLLEGE DISTRICT
ANTELOPE VALLEY UNION H S DIST
ARCADIA UNIFIED SCHOOL DISTRICT
AZUSA UNIFIED SCHOOL DISTRICT
BALDWIN PARK UNIFIED SCHOOL DISTRICT
BASSETT UNIFIED SCHOOL DISTRICT
BELLFLOWER UNIFIED SCHOOL DISTRICT
BEVERLY HILLS UNIFIED SCHOOL DISTRICT
BONITA UNIFIED SCHOOL DISTRICT
BRIDGES CHARTER SCHOOL
BURBANK UNIFIED SCHOOL DISTRICT
CALIFORNIA STATE UNIVERSITY, DOMINGUEZ HILLS FOUNDATION
CENTINELA VALLEY UNION HIGH SCHOOL DIST
CERRITOS COMMUNITY COLLEGE DISTRICT
CHARTER OAK UNIF SCH DIST
CITRUS COMMUNITY COLLEGE DISTRICT
ABC UNIF SCHOOL DIST
ACTON AGUA DULCE UNIFIED SCHOOL DISTRICT
ALHAMBRA UNIFIED SCHOOL DISTRICT
ALMA FUERTE PUBLIC SCHOOL
ANTELOPE VALLEY COMMUNITY COLLEGE DISTRICT
ANTELOPE VALLEY UNION H S DIST
ARCADIA UNIFIED SCHOOL DISTRICT
AZUSA UNIFIED SCHOOL DISTRICT
BALDWIN PARK UNIFIED SCHOOL DISTRICT
BASSETT UNIFIED SCHOOL DISTRICT
BELLFLOWER UNIFIED SCHOOL DISTRICT
BEVERLY HILLS UNIFIED SCHOOL DISTRICT
BONITA UNIFIED SCHOOL DISTRICT
BRIDGES CHARTER SCHOOL
BURBANK UNIFIED SCHOOL DISTRICT
CALIFORNIA STATE UNIVERSITY, DOMINGUEZ HILLS FOUNDATION
CENTINELA VALLEY UNION HIGH SCHOOL DIST
CERRITOS COMMUNITY COLLEGE DISTRICT
CHARTER OAK UNIF SCH DIST
CITRUS COMMUNITY COLLEGE DISTRICT
ABC UNIF SCHOOL DIST
ACTON AGUA DULCE UNIFIED SCHOOL DISTRICT
ALHAMBRA UNIFIED SCHOOL DISTRICT
ALMA FUERTE PUBLIC SCHOOL
ANTELOPE VALLEY COMMUNITY COLLEGE DISTRICT
ANTELOPE VALLEY UNION H S DIST
ARCADIA UNIFIED SCHOOL DISTRICT
AZUSA UNIFIED SCHOOL DISTRICT
BALDWIN PARK UNIFIED SCHOOL DISTRICT
BASSETT UNIFIED SCHOOL DISTRICT
BELLFLOWER UNIFIED SCHOOL DISTRICT
BEVERLY HILLS UNIFIED SCHOOL DISTRICT
BONITA UNIFIED SCHOOL DISTRICT
BRIDGES CHARTER SCHOOL
BURBANK UNIFIED SCHOOL DISTRICT
CALIFORNIA STATE UNIVERSITY, DOMINGUEZ HILLS FOUNDATION
CENTINELA VALLEY UNION HIGH SCHOOL DIST
CERRITOS COMMUNITY COLLEGE DISTRICT
CHARTER OAK UNIF SCH DIST
CITRUS COMMUNITY COLLEGE DISTRICT
School District
107 Active
107
Organizations
0030 AMVETS
1000 CRANES FOR RECOVERY
1000 ORPHANS
100 BLACK MEN OF LONG BEACH INC
100 BLACK WOMEN OF CARSON
100 HOMES INC
100 LIFE CONSORTIUM
100 WEST FOUNDATION
10-10 CLUB
1011 FOUNDATION INC
10-16 COMPLETELY LOVED
101ST AIRBORNE DIVISION ASSOCIATION SOUTHERN CALIFORNIA EAGLES CHAPTE
10 - 20 CLUB INC
1040 ITS EZ
10 BETTER FOUNDATION
10TWENTY-FOURCORPORATION
1105 MEDIA, INC.
11-11 A CREATIVE COLLECTIVE
1111 A CREATIVE COLLECTIVE
116TH PENNSYLVANIA VOLUNTEER INFANTRY REGIMENT COMPANY D ASSOCI
0030 AMVETS
1000 CRANES FOR RECOVERY
1000 ORPHANS
100 BLACK MEN OF LONG BEACH INC
100 BLACK WOMEN OF CARSON
100 HOMES INC
100 LIFE CONSORTIUM
100 WEST FOUNDATION
10-10 CLUB
1011 FOUNDATION INC
10-16 COMPLETELY LOVED
101ST AIRBORNE DIVISION ASSOCIATION SOUTHERN CALIFORNIA EAGLES CHAPTE
10 - 20 CLUB INC
1040 ITS EZ
10 BETTER FOUNDATION
10TWENTY-FOURCORPORATION
1105 MEDIA, INC.
11-11 A CREATIVE COLLECTIVE
1111 A CREATIVE COLLECTIVE
116TH PENNSYLVANIA VOLUNTEER INFANTRY REGIMENT COMPANY D ASSOCI
0030 AMVETS
1000 CRANES FOR RECOVERY
1000 ORPHANS
100 BLACK MEN OF LONG BEACH INC
100 BLACK WOMEN OF CARSON
100 HOMES INC
100 LIFE CONSORTIUM
100 WEST FOUNDATION
10-10 CLUB
1011 FOUNDATION INC
10-16 COMPLETELY LOVED
101ST AIRBORNE DIVISION ASSOCIATION SOUTHERN CALIFORNIA EAGLES CHAPTE
10 - 20 CLUB INC
1040 ITS EZ
10 BETTER FOUNDATION
10TWENTY-FOURCORPORATION
1105 MEDIA, INC.
11-11 A CREATIVE COLLECTIVE
1111 A CREATIVE COLLECTIVE
116TH PENNSYLVANIA VOLUNTEER INFANTRY REGIMENT COMPANY D ASSOCI
Nonprofit Organization
27917 Active
27917
Organizations
Community Partners200 organizations
CITY OF BELL
Municipal Government·BELL
ABALONE COVE LANDSLIDE ABATEMENT DISTRICT
Special District·RANCHO PALOS VERDES
A HEALTHIER COMMUNITY FOR OUR CHILDREN & FAMILIES
Special District·PALMDALE
ALTADENA LIBRARY DISTRICT
Special District·ALTADENA
Altadena Library District CFD No 2020-1
Special District
ANTELOPE VALLEY AIR QUALITY MANAGEMENT DISTRICT
Special District·LANCASTER
ANTELOPE VALLEY EAST KERN WATER AGENCY
Special District·PALMDALE
ANTELOPE VALLEY HEALTHCARE DISTRICT
Special District·LANCASTER
ANTELOPE VALLEY STATE WATER CONTRACTORS ASSOCIATION
Special District·PALMDALE
AZUSA - RMC JOINT POWERS AUTHORITY
Special District·AZUSA
BALDWIN HILLS REGIONAL CONSERVATION AUTHORITY
Special District·LOS ANGELES
BALDWIN PARK FINANCING AUTHORITY
Special District·BALDWIN PARK
BALDWIN PARK HOUSING AUTHORITY
Special District·BALDWIN PARK
BEACH CITIES HEALTH DISTRICT
Special District·REDONDO BEACH
BENEFITS LIABILITY EXCESS FUND
Special District·TORRANCE
BOB HOPE AIRPORT
Special District·BURBANK
BRADBURY ESTATES COMMUNITY SERVICES DISTRICT
Special District·BRADBURY
CALIFORNIA CHOICE ENERGY AUTHORITY
Special District·LANCASTER
CALIFORNIA CITIES GAMING AUTHORITY
Special District·GARDENA
California Municipal Finance Authority CFD No 2022-25
Special District
California Municipal Finance Authority CFD No 2022-8
Special District
California Municipal Finance Authority CFD No 2024-2
Special District
CALIFORNIA SCHOOL FACILITIES FINANCING AUTHORITY
Special District·PARAMOUNT
CALIFORNIA'S CITIES HOME OWNERSHIP AUTHORITY
Special District·BELLFLOWER
CAL STATE LA METROLINK STATION AUTHORITY
Special District·LOS ANGELES
Castaic Union School District CFD No 92-1
Special District
CA STATEWIDE DELINQUENT TAX FINANCING AUTH
Special District·TEMPLE CITY
CENTRAL VALLEY SCHOOLS JOINT POWERS AUTHORITY
Special District·TORRANCE
Cerritos Public Financing Authority
Special District
CITY OF MONTERY PARK
Special District·MONTERY PARK
COLORADO RIVER JOINT POWERS AUTHORITY
Special District·GLENDALE
COMMUNITY COLLEGE INSURANCE GROUP
Special District·TORRANCE
COMPTON CREEK MOSQUITO ABATEMENT DISTRICT
Special District·COMPTON
COMPTON PUBLIC FINANCE AUTHORITY
Special District·COMPTON
ALMA FUERTE PUBLIC SCHOOL
School District·PASADENA
ANTELOPE VALLEY COMMUNITY COLLEGE DISTRICT
School District·LANCASTER
BRIDGES CHARTER SCHOOL
School District·THOUSAND OAKS
CALIFORNIA STATE UNIVERSITY, DOMINGUEZ HILLS FOUNDATION
School District·CARSON
COAST COMMUNITY COLLEGE DISTRICT
School District·COSTA MESA
CONEJO VALLEY UNIFIED SCHOOL DISTRICT
School District·THOUSAND OAKS
DA VINCI DESIGN
School District·EL SEGUNDO
EAST LOS ANGELES COLLEGE
School District·MONTEREY PARK
EL CAMINO REAL CHARTER HIGH SCHOOL
School District·WOODLAND HILLS
HUGHES ELIZABETH LAKES UNION SCH DIST
School District·LAKE HUGHES
INTCHSOLUTIONS CORP
School District·LONG BEACH
0030 AMVETS
Nonprofit Organization·GARDENA
1000 CRANES FOR RECOVERY
Nonprofit Organization·RANCHO PALOS VERDES
1000 ORPHANS
Nonprofit Organization·San Dimas
100 BLACK MEN OF LONG BEACH INC
Nonprofit Organization·LONG BEACH
100 BLACK WOMEN OF CARSON
Nonprofit Organization·Carson
100 HOMES INC
Nonprofit Organization·SAN MARINO
100 LIFE CONSORTIUM
Nonprofit Organization·PASADENA
100 WEST FOUNDATION
Nonprofit Organization·PASADENA
10-10 CLUB
Nonprofit Organization·Baldwin Park
1011 FOUNDATION INC
Nonprofit Organization·SANTA MONICA
10-16 COMPLETELY LOVED
Nonprofit Organization·Lancaster
101ST AIRBORNE DIVISION ASSOCIATION SOUTHERN CALIFORNIA EAGLES CHAPTE
Nonprofit Organization·Glendora
10 - 20 CLUB INC
Nonprofit Organization·Downey
1040 ITS EZ
Nonprofit Organization·Burbank
10 BETTER FOUNDATION
Nonprofit Organization·Long Beach
10TWENTY-FOURCORPORATION
Nonprofit Organization·Long beach
1105 MEDIA, INC.
Nonprofit Organization·WOODLAND HILLS
11-11 A CREATIVE COLLECTIVE
Nonprofit Organization·NORTH HOLLYWOOD
1111 A CREATIVE COLLECTIVE
Nonprofit Organization·NORTH HOLLYWOOD
116TH PENNSYLVANIA VOLUNTEER INFANTRY REGIMENT COMPANY D ASSOCI
Nonprofit Organization·ORANGE
12 BARS HERMOSA BEACH CHARITY FOUNDATION
Nonprofit Organization·Hermosa Beach
12K FOUNDATION
Nonprofit Organization·PASADENA
12 STONES INC
Nonprofit Organization·Orange
13TH AMENDED SLAVE INSTITUTE
Nonprofit Organization·Temple City
14230 OPTI CLUB OF THOUSAND OAKS CO
Nonprofit Organization·Westlake Village
14310 Opti Club Of gardena Eve CA
Nonprofit Organization·GARDENA
146th Wing Association
Nonprofit Organization·Thousand Oaks
15-7 OUTREACH
Nonprofit Organization·Carson
1618 CHURCH CORPORATION
Nonprofit Organization·San Pedro
1798 INSTITUTE
Nonprofit Organization·San Dimas
1866
Nonprofit Organization·GLENDALE
186TH AREA HOMEOWNERS ASSOCIATION
Nonprofit Organization·GARDENA
1887 FUND
Nonprofit Organization·SANTA MONICA
1888 MOST PRECIOUS MESSAGE INC
Nonprofit Organization·Montebello
18TH HOLE FOUNDATION INC
Nonprofit Organization·Paramount
18TH STREET ARTS COMPLEX INC
Nonprofit Organization·SANTA MONICA
1913 Foundation
Nonprofit Organization·Pasadena
1976 POLICE ATHLETIC CHARITY INC
Nonprofit Organization·Whittier
1990 LOS CRUSADOS COUNCIL
Nonprofit Organization·REDONDO BEACH
1999 VEBA OF THE NON REPRESENTED
Nonprofit Organization·ROSEMEAD
1 FAMILY 1 RESTAURANT
Nonprofit Organization·PALMDALE
1 FOR 1 OPPORTUNITY NETWORK
Nonprofit Organization·Long Beach
1 GIANT MIND INC
Nonprofit Organization·Manhattan Beach
1 GLOBAL VISION
Nonprofit Organization·ARCADIA
1 MILLION ENTREPRENEURS INC
Nonprofit Organization·Long Beach
1 NATIONAL CHAPTER 1
Nonprofit Organization·Redondo Beach
1 SHINE YOUTH
Nonprofit Organization·LONG BEACH
1STAGE REPERTORY
Nonprofit Organization·Woodland Hills
1ST CHANCE AMBASSADORS
Nonprofit Organization·GLENDORA
1st Rate Basketball Alliance
Nonprofit Organization·Lynwood