RIA Intelligence

PERMANENT VALUE INC.

CRD #118024 SEC #801-63878 SAN DIEGO, CA 619-682-3834
SEC Registered
Total AUM
$19.3M
Discretionary
$18.5M
Employees
1
Clients
1
Accounts
232

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 3, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DOOLE, BRUCE, WILLIAMIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
DOOLE, BRUCE, WILLIAMIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
DOOLE, BRUCE, WILLIAMIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
RITCHISON, NATHANIEL, THEODOREICHIEF COMPLIANCE OFFICERNA
RITCHISON, NATHANIEL, THEODOREICHIEF COMPLIANCE OFFICERNA
RITCHISON, NATHANIEL, THEODOREICHIEF COMPLIANCE OFFICERNA
BRUCE W AND SUSAN L DOOLE LIVING TRUST 2000DETRUSTE Control
BRUCE W AND SUSAN L DOOLE LIVING TRUST 2000DETRUSTE Control
BRUCE W AND SUSAN L DOOLE LIVING TRUST 2000DETRUSTE Control
BRUCE W AND SUSAN L DOOLE LIVING TRUST 2000DETRUSTE Control
BRUCE W AND SUSAN L DOOLE LIVING TRUST 2000DETRUSTE Control
BRUCE W AND SUSAN L DOOLE LIVING TRUST 2000DETRUSTE Control
BRUCE W AND SUSAN L DOOLE LIVING TRUST 2000DETRUSTE Control
BRUCE W AND SUSAN L DOOLE LIVING TRUST 2000DETRUSTE Control
BRUCE W AND SUSAN L DOOLE LIVING TRUST 2000DETRUSTE Control
BRUCE W AND SUSAN L DOOLE LIVING TRUST 2000DETRUSTE Control
BRUCE W AND SUSAN L DOOLE LIVING TRUST 2000DETRUSTE Control
BRUCE W AND SUSAN L DOOLE LIVING TRUST 2000DETRUSTE Control
DOOLE, BRUCE, WILLIAMIPRESIDENT AND DIRECTORE Control
DOOLE, BRUCE, WILLIAMIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DOOLE, BRUCE, WILLIAMIPRESIDENT AND DIRECTORE Control
DOOLE, BRUCE, WILLIAMIPRESIDENT AND DIRECTORE Control
DOOLE, BRUCE, WILLIAMIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DOOLE, BRUCE, WILLIAMIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DOOLE, BRUCE, WILLIAMIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
DOOLE, BRUCE, WILLIAMIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
DOOLE, BRUCE, WILLIAMIDOOLE FAMILY TRUST 2000E Control
DOOLE, BRUCE, WILLIAMIDOOLE FAMILY TRUST 2000E Control
DOOLE, BRUCE, WILLIAMIDOOLE FAMILY TRUST 2000E Control
DOOLE, BRUCE, WILLIAMIDOOLE FAMILY TRUST 2000E Control
DOOLE, BRUCE, WILLIAMIDOOLE FAMILY TRUST 2000E Control
DOOLE, BRUCE, WILLIAMIDOOLE FAMILY TRUST 2000E Control
DOOLE, BRUCE, WILLIAMIDOOLE FAMILY TRUST 2000E Control
DOOLE, BRUCE, WILLIAMIDOOLE FAMILY TRUST 2000E Control
DOOLE, SUSAN, LYNNIDOOLE FAMILY TRUST 2000E Control
DOOLE, SUSAN, LYNNIDOOLE FAMILY TRUST 2000E Control
DOOLE, SUSAN, LYNNIDOOLE FAMILY TRUST 2000E Control
DOOLE, SUSAN, LYNNIDOOLE FAMILY TRUST 2000E Control
DOOLE, SUSAN, LYNNIDOOLE FAMILY TRUST 2000E Control
DOOLE, SUSAN, LYNNIDOOLE FAMILY TRUST 2000E Control
DOOLE, SUSAN, LYNNIDOOLE FAMILY TRUST 2000E Control
DOOLE, SUSAN, LYNNIDOOLE FAMILY TRUST 2000E Control
DOOLE, BRUCE, WILLIAMIDOOLE FAMILY TRUST 2000D Control
DOOLE, BRUCE, WILLIAMIDOOLE FAMILY TRUST 2000D Control
DOOLE, BRUCE, WILLIAMIDOOLE FAMILY TRUST 2000D Control
DOOLE, SUSAN, LYNNIDOOLE FAMILY TRUST 2000D Control
DOOLE, SUSAN, LYNNIDOOLE FAMILY TRUST 2000D Control
DOOLE, SUSAN, LYNNIDOOLE FAMILY TRUST 2000D Control

Registrations

Federal

IA
Oct 3, 2012 REGISTERED

Notice Filings (1)

CA

Address

2221 CAMINO DEL RIO SOUTH
#308
SAN DIEGO, CA 92108
United States
Phone: 619-682-3834