RIA Intelligence

DEFENSIVE PORTFOLIO MANAGEMENT

CRD #120515 SEC #801-61160 SANTA MONICA, CA 310-393-1900
SEC Registered
Total AUM
$20M
Discretionary
$0
Employees
5
Clients
--
Accounts
10

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 7, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WEST, LEE, ARONIPRESIDENTE Control
WEST, LEE, ARONIPRESIDENTE Control
WEST, LEE, ARONIPRESIDENTE Control

Registrations

Federal

IA
Jun 7, 2005 REGISTERED

Notice Filings (2)

CA NV

Address

100 WILSHIRE BLVD., STE 940
SANTA MONICA, CA 90401
USA
Phone: 310-393-1900