INVESTMENT SELECTION & MANAGEMENT
CRD #112695 SEC #801-29735 REDDING, CA 530-222-0151
SEC Registered
Total AUM
$27.3M
Discretionary
$27.3M
Employees
5
Clients
25
Accounts
107
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 3, 2001
- 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 |
|---|---|---|---|---|
| DALE, RAYMOND, CARL | I | CEO | E | Control |
Registrations
Federal
IA
Jul 3, 2001 REGISTERED
Notice Filings (1)
CA
Address
1900 CHURN CREEK RD #202REDDING, CA 96002
USA
Phone: 530-222-0151