FACTOR FINANCIAL

FACTOR FINANCIAL is an SEC-registered investment adviser (CRD 333597). Regulatory assets under management: $15.2M.

Registration

• CRD: 333597
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333597 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search