Investment adviser · CRD 174421
DES FINANCIAL GROUP, LLC
Investment adviser filing (IA)
BREA, CA, United States · Form ADV filed Aug 25, 2015
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 25, 2015. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3000 EAST BIRCH STREET, SUITE 103BREA, CA, 92821, United States
CRD 174421
Filing source
Form ADV 943005 · Aug 25, 2015 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.