BUFF YOUR FINANCES

BUFF YOUR FINANCES of THOUSAND OAKS, CA is an SEC-registered investment adviser (CRD 288105). Regulatory assets under management: $9.9M.

Registration

• CRD: 288105
• Type: Registered investment adviser
• Location: 888 E THOUSAND OAKS BLVD, THOUSAND OAKS, CA, 91360
• Phone: (805) 267-9016
• Latest filing: 2026-02-24
• Regulatory AUM: $9.9M
• Discretionary AUM: $9.9M
• Clients: 1
• Accounts: 101

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288105 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search