FINANCIAL TELESIS COMPANY

FINANCIAL TELESIS COMPANY of SOLVANG, CA is an SEC-registered investment adviser (CRD 112804). Regulatory assets under management: $22.2M.

Registration

• CRD: 112804
• Type: Registered investment adviser
• Location: 1603 COPENHAGEN DRIVE, SOLVANG, CA, 93463
• Phone: 805-686-5766
• Latest filing: 2026-03-27
• Regulatory AUM: $22.2M
• Discretionary AUM: $22.2M
• Clients: 1
• Accounts: 91

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 112804 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search