3(38) INVESTMENT FIDUCIARIES

Simi Valley, United States · CRD 298053

SEC-registered investment adviser since 2018 · corporation. It files no 13F, so there are no holdings to show.

Assets managed$1.0bn
Main clients (by assets)Pension plans 100%
Form ADV · 2026-06-22SEC adviser record

Kindinstitutions
Others nearbySimi Valley, CA

As an employer

Staff (Form ADV)2 · 2 in investment roles
Offices in1 country