DBA GENERATIONAL WEALTH STRATEGIES of IRVINE, CA is an SEC-registered investment adviser (CRD 111203). Regulatory assets under management: $51.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| KOLSON CLIFFORD RICHARD | CHIEF COMPLIANCE OFFICER; PRESIDENT/DIRECTOR; SECRETARY/DIRECTOR | — |
| KOLSON KEVIN PATRICK | VICE PRESIDENT & SECRETARY; VICE PRESIDENT & SECRETARY & DIRECTOR | — |
| MINNEY MICHAEL THOMAS | C.O.O./DIRECTOR; PRESIDENT/DIRECTOR | — |
| WALDOW MICHAEL CRAIG | PRESIDENT/DIRECTOR | — |