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BARLOW, PAUL DAVID
CRD 284512
23332 MILL CREEK, SUITE 105, LAGUNA HILLS, CA, 92653, United States
Phone
949-472-4401
Fax
949-472-0975
Registration
— (—)
Source
State registered
Total AUM
$1.6M
Discretionary AUM
$1.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD