Investment adviser · CRD 110758

LIBBIE AGRAN FINANCIAL SERVICES & SEMINARS

Investment adviser filing (IA)

SANTA MONICA, CA, United States · Form ADV filed Mar 20, 2017

Regulatory AUM
$692M
Form ADV · Item 5.F
Client accounts
321
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Mar 20, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2120 COLORADO AVENUE, SUITE 100
SANTA MONICA, CA, 90404, United States

CRD 110758

Filing source

Form ADV 1090295 · Mar 20, 2017 · 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.