SANTA CRUZ FINANCIAL

SANTA CRUZ FINANCIAL of RANCHO CUCAMONGA, CA is an SEC-registered investment adviser (CRD 334207).

Registration

• CRD: 334207
• Type: Registered investment adviser
• Location: 9681 BUSINESS CENTER DRIVE, RANCHO CUCAMONGA, CA, 91730
• Phone: (909) 225-5710
• Latest filing: 2026-03-19
• Clients: 1

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334207 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search