IDEAL LIFE FINANCIAL ADVISORS
IDEAL LIFE FINANCIAL ADVISORS of FOLSOM, CA is an SEC-registered investment adviser (CRD 164084). Regulatory assets under management: $36.0M.
Registration
- CRD: 164084
- SEC file number: 801-76635
- Type: Registered investment adviser
- 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 | — |
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