# IDEAL LIFE FINANCIAL ADVISORS

IDEAL LIFE FINANCIAL ADVISORS of FOLSOM, CA is an SEC-registered investment adviser.

## Registration

- CRD: 164084
- Type: SEC-registered investment adviser
- SEC file number: 801-76635
- Location: 2240 EAST BIDWELL STREET, SUITE 110, FOLSOM, CA, 95630
- Phone: 916-235-4646
- Latest filing: 2012-10-05
- Regulatory AUM: $36.0M
- Discretionary AUM: $35.0M
- Non-discretionary AUM: $1.0M
- Accounts: 150

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| PEREZ JOFRE JOSE MANUEL | GENERAL PARTNER; MANGING MEMBER | — |
| DEN DULK JAMES MARVIN | GENERAL PARTNER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164084/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164084/similar
- Related entities: https://search.stillhousedata.com/firm/164084/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164084

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.