# LIBBIE AGRAN FINANCIAL SERVICES & SEMINARS

LIBBIE AGRAN FINANCIAL SERVICES & SEMINARS of SANTA MONICA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 110758
- Type: SEC-registered investment adviser
- SEC file number: 801-24081
- Location: 2120 COLORADO AVENUE, SUITE 100, SANTA MONICA, CA, 90404
- Phone: 310-586-1828
- Latest filing: 2017-03-20
- Regulatory AUM: $691.9M
- Discretionary AUM: $682.7M
- Non-discretionary AUM: $9.2M
- Clients: 8
- Accounts: 321

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| AGRAN MARY ELIZABETH | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/FINANCIAL ADVISER (+1 more) | — |
| MUELLER PETER WILLIAM | CHIEF COMPLIANCE OFFICER; PRESIDENT; SHAREHOLDER (+1 more) | — |
| SABLAN BENICIA JANAY | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110758/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110758/similar
- Related entities: https://search.stillhousedata.com/firm/110758/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110758

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.