ENGEBRETSON CAPITAL MANAGEMENT, INC
Legal name: ENGEBRETSON CAPITAL MANAGEMENT INC
CRD #110067 SEC #801-6778 NEWPORT BEACH, CA 949-759-9684
SEC Registered
Total AUM
$161.1M
Discretionary
$161.1M
Employees
5
Clients
--
Accounts
212
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 2005
- 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 |
|---|---|---|---|---|
| TALLEY, CRAIG, WENDALL BRANCH | I | PORTFOLIO MANAGER | NA | |
| ENGEBRETSON, LESTER, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CEO, CFO, OWNER | E | Control |
| ENGEBRETSON, LESTER, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CEO, CFO, OWNER | E | Control |
| ENGEBRETSON, LESTER, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CEO, CFO, OWNER | E | Control |
| ENGEBRETSON, LESTER, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CEO, CFO, OWNER | E | Control |
| ENGEBRETSON, LESTER, WAYNE | I | PRESIDENT, CEO, CFO, CCO | E | Control |
| ENGEBRETSON, LESTER, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CEO, CFO, OWNER | E | Control |
| ENGEBRETSON, LESTER, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CEO, CFO, OWNER | E | Control |
| ENGEBRETSON, LESTER, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CEO, CFO, OWNER | E | Control |
| ENGEBRETSON, LESTER, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CEO, CFO, OWNER | E | Control |
| ENGEBRETSON, LESTER, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CEO, CFO, OWNER | E | Control |
| ENGEBRETSON, LESTER, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CEO, CFO, OWNER | E | Control |
| ENGEBRETSON, LESTER, WAYNE | I | PRESIDENT | E | Control |
| ENGEBRETSON, LESTER, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CEO, CFO, OWNER | E | Control |
Registrations
Federal
IA
Sep 9, 2005 REGISTERED
Notice Filings (6)
CA GA HI MA MN TX
Address
620 NEWPORT CTR DRIVESUITE 750
NEWPORT BEACH, CA 92660
USA
Phone: 949-759-9684