RALPH HENRY CECHETTINI, DBA, CIM PORTFOLIO ADVISORS
Legal name: CIM PORTFOLIO ADVISORS
CRD #107723 SEC #801-35971 SAN FRANCISCO, CA 415-249-1545
SEC Registered
Total AUM
$18.4M
Discretionary
$18.4M
Employees
5
Clients
--
Accounts
17
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CECHETTINI, RALPH, HENRY | I | PRESIDENT/OWNER | E | Control |
| CECHETTINI, RALPH, HENRY | I | PRESIDENT/OWNER | E | Control |
| CECHETTINI, RALPH, HENRY | I | PRESIDENT/OWNER | E | Control |
Registrations
Federal
IA
Mar 26, 2002 REGISTERED
Notice Filings (1)
CA
Address
ONE EMBARCADERO CENTERSUITE 2300
SAN FRANCISCO, CA 94111
USA
Phone: 415-249-1545