MEM INVESTMENTS

MEM INVESTMENTS of LAGUNA BEACH, CA is an SEC-registered investment adviser (CRD 144893). Regulatory assets under management: $95.3M.

Registration

• CRD: 144893
• Type: Registered investment adviser
• Location: 1968 S. COAST HWY, LAGUNA BEACH, CA, 92651
• Phone: 323-899-9696
• Latest filing: 2026-01-27
• Regulatory AUM: $95.3M
• Discretionary AUM: $95.3M
• Clients: 1
• Accounts: 105

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 144893 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search