COMBEST FINANCIAL SERVICES, INC.
COMBEST FINANCIAL SERVICES, INC. of CORONA, CA is an SEC-registered investment adviser (CRD 135326). Regulatory assets under management: $27.5M.
Registration
- CRD: 135326
- SEC file number: 801-64312
- Type: Registered investment adviser
- Location: 675 S. MAIN STREET, CORONA, CA, 92882
- Phone: 951-520-0061
- Latest filing: 2009-03-04
- Regulatory AUM: $27.5M
- Non-discretionary AUM: $27.5M
- Clients: 1
- Accounts: 73
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| COMBEST JOSEPH HOUSTON | PRESIDENT; PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| MARTIN ROBERT JAMES | CHIEF COMPLIANCE OFFICER | — |
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