# FACTOR FINANCIAL

FACTOR FINANCIAL is an SEC-registered investment adviser.

## Registration

- CRD: 333597
- Type: SEC-registered investment adviser
- Phone: 916-755-6447
- Latest filing: 2026-02-05
- Regulatory AUM: $15.2M
- Discretionary AUM: $14.0M
- Non-discretionary AUM: $1.2M
- Clients: 1
- Accounts: 39

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333597/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333597/similar
- Related entities: https://search.stillhousedata.com/firm/333597/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333597

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.