CYMRIC FAMILY OFFICE SERVICES
CRD #109851 SEC #801-51614 COSTA MESA, CA 714-641-1402
SEC Registered
Total AUM
$212.3M
Discretionary
$0
Employees
10
Clients
26
Accounts
52
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2007
- 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 |
|---|---|---|---|---|
| BARRETT, THOMAS, JOSEPH | I | CFO AND CCO | NA | Control |
| BARRETT, THOMAS, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | |
| BINGE, STEVE, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| JURANICH, SANDRA, MARIE | I | SECRETARY | NA | |
| JURANICH, SANDRA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JURANICH, SANDRA, MARIE | I | CFO AND SECRETARY | NA | |
| JURANICH, SANDRA, MARIE | I | CFO AND SECRETARY | NA | |
| JURANICH, SANDRA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JURANICH, SANDRA, MARIE | I | CFO AND SECRETARY | NA | |
| JURANICH, SANDRA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JURANICH, SANDRA, MARIE | I | CFO AND SECRETARY | NA | |
| SOLDANO, PATRICIA, MARIE | I | PRESIDENT | E | Control |
| SOLDANO, PATRICIA, MARIE | I | PRESIDENT | E | Control |
| SOLDANO, PATRICIA, MARIE | I | PRESIDENT | E | Control |
| SOLDANO, PATRICIA, MARIE | I | PRESIDENT | E | Control |
| SOLDANO, PATRICIA, MARIE | I | PRESIDENT | E | Control |
| SOLDANO, PATRICIA, MARIE | I | PRESIDENT | E | Control |
| SOLDANO, PATRICIA, MARIE | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 27, 2007 REGISTERED
Notice Filings (1)
CA
Address
3090 BRISTOL STREETSUITE 350
COSTA MESA, CA 92626
USA
Phone: 714-641-1402