PERSONAL FINANCIAL CONSULTANTS, INC.
PERSONAL FINANCIAL CONSULTANTS, INC. of LAFAYETTE, CA is an SEC-registered investment adviser (CRD 26440). Regulatory assets under management: $196.4M.
Registration
- CRD: 26440
- SEC file number: 801-75061
- Type: Registered investment adviser
- Location: 3738 MT. DIABLO, SUITE 201, LAFAYETTE, CA, 94549
- Phone: 888-557-3272
- Latest filing: 2019-03-08
- Regulatory AUM: $196.4M
- Discretionary AUM: $196.2M
- Non-discretionary AUM: $211K
- Clients: 5
- Accounts: 211
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| KAYFETZ LOREN BRUCE | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| CORRALES STEFANIE DAWN | CHIEF OPERATING OFFICER | — |
| PANNELL PATRICIA A | CHIEF EXECUTIVE OFFICE/CHIEF FINANCIAL OFFICER | — |
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