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DOWNIE FINANCIAL GROUP
DOWNIE FINANCIAL GROUP LLC
CRD 289066
26050 ACERO, MISSION VIEJO, CA, 92691, United States
Phone
7149091215
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$35.7M
Discretionary AUM
$35.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $26.1M |
| High net worth individuals | 8 | $9.6M |
All web addresses on file
Official SEC filing: View on IAPD