DEFINE FINANCIAL, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 286648). Regulatory assets under management: $314.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Taylor Robert Schulte | FOUNDER, CCO, FINANCIAL PLANNER, AND MEMBER; FOUNDER, CEO, CCO, AND MEMBER | — |
| Tyler Joseph Aubrey | MEMBER | — |
| Joshua Alan Rendler | SOLE MEMBER | — |
| SCHULTE TAYLOR ROBERT | FOUNDER, CEO, CCO, AND MEMBER | — |
| AUBREY TYLER JOSEPH | FINANCIAL PLANNER AND MEMBER; MEMBER | — |