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FINANCES FOR REAL LIFE
CRD 324090 · SEC 801-135953
3612 CONSTELLATION ROAD, LOMPOC, CA, 93436, United States
Phone
805-733-2700
Fax
805-733-0200
Registration
— (—)
Source
State registered
Total AUM
$108.6M
Discretionary AUM
$108.6M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $33.4M |
| High net worth individuals | 44 | $72.6M |
| Pension/profit sharing plans | 1 | $1.7M |
| Charitable organizations | 1 | $888K |
All web addresses on file
Official SEC filing: View on IAPD