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FUSION FINANCIAL
KAYYAL, AMIRREZA
CRD 166026
23276 S. POINTE DR. SUITE 111, LAGUNA HILLS, CA, 92653, United States
Phone
949-457-2500
Fax
888-721-7940
Registration
— (—)
Source
State registered
Total AUM
$2.9M
Discretionary AUM
$2.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-01-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $2.9M |
All web addresses on file
Official SEC filing: View on IAPD