P&L FAMILY WEALTH

P&L FAMILY WEALTH of CITY OF INDUSTRY, CA is an SEC-registered investment adviser (CRD 341272).

Registration

• CRD: 341272
• Type: Registered investment adviser
• Location: 13300 CROSSROADS PKWY N, CITY OF INDUSTRY, CA, 91746
• Phone: 949-783-8873
• Latest filing: 2026-05-06
• Clients: 1

Business model

Compensation: % of AUM, 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 341272 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search