LAYARI FINANCIAL

LAYARI FINANCIAL of BREA, CA is an SEC-registered investment adviser (CRD 321852). Regulatory assets under management: $9.1M.

Registration

• CRD: 321852
• Type: Registered investment adviser
• Location: 185 STATE STATE COLLEGE BOULEVARD, BREA, CA, 92831
• Phone: (562) 850-3533
• Latest filing: 2026-03-18
• Regulatory AUM: $9.1M
• Discretionary AUM: $9.1M
• Clients: 1
• Accounts: 143

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321852 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search