Overview

We are boutique Century City investment counseling firm managing client assets in stocks, bonds and real estate for over 40 years. Our business is highly regarded by our clients and we have an outstanding reputation in the community. We have successfully built our business by adhering to strong ethical values, exemplary customer service, and sound investment counseling and financial planning practices. We have first-class office space, a dedicated back-office which efficiently administers our portfolios, and a dedicated compliance person. Each of these qualities has further capacity to facilitate growth of our operations. We are looking to expand via acquisition or merger. Please contact us if you see a potential synergy between our businesses.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month

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