SURETY INVESTMENT SERVICES

SURETY INVESTMENT SERVICES of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 135295). Regulatory assets under management: $62.7M.

Registration

• CRD: 135295
• Type: Registered investment adviser
• Location: 4520 WILSHIRE BLVD, LOS ANGELES, CA, 90010-3870
• Phone: 323 939 3100
• Latest filing: 2026-01-06
• Regulatory AUM: $62.7M
• Discretionary AUM: $62.7M
• Clients: 4
• Accounts: 149

Business model

Compensation: % of AUM.

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 135295 on SEC IAPD (source of record)
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