CALIFORNIA WEALTH MANAGEMENT GROUP
Legal name: IFC ADVISORY
CRD #133810 SEC #801-63809 CULVER CITY, CA 310-665-0570
SEC Registered
Total AUM
$70M
Discretionary
$61.5M
Employees
5
Clients
26
Accounts
150
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2010 | $48.5M | $43.4M | $5.2M | 5 | -- |
| Mar 2010 | $68.5M | $63.4M | $5.2M | 5 | -- |
| Sep 2009 | $88.6M | $71.8M | $16.8M | 5 | -- |
| Apr 2009 | $97.7M | $71.8M | $25.9M | 5 | -- |
| Feb 2009 | $97.7M | $71.8M | $25.9M | 5 | -- |
| Jan 2007 | $112.5M | $85.8M | $26.8M | 5 | -- |
| Feb 2006 | $74.7M | $63.8M | $11M | 5 | -- |
| Oct 2005 | $70M | $61.5M | $8.5M | 5 | -- |
| Jan 2005 | $70M | $61.5M | $8.5M | 5 | -- |
DateApr 2010
Total AUM$48.5M
Discretionary$43.4M
Non-Disc.$5.2M
Employees5
Clients--
DateMar 2010
Total AUM$68.5M
Discretionary$63.4M
Non-Disc.$5.2M
Employees5
Clients--
DateSep 2009
Total AUM$88.6M
Discretionary$71.8M
Non-Disc.$16.8M
Employees5
Clients--
DateApr 2009
Total AUM$97.7M
Discretionary$71.8M
Non-Disc.$25.9M
Employees5
Clients--
DateFeb 2009
Total AUM$97.7M
Discretionary$71.8M
Non-Disc.$25.9M
Employees5
Clients--
DateJan 2007
Total AUM$112.5M
Discretionary$85.8M
Non-Disc.$26.8M
Employees5
Clients--
DateFeb 2006
Total AUM$74.7M
Discretionary$63.8M
Non-Disc.$11M
Employees5
Clients--
DateOct 2005
Total AUM$70M
Discretionary$61.5M
Non-Disc.$8.5M
Employees5
Clients--
DateJan 2005
Total AUM$70M
Discretionary$61.5M
Non-Disc.$8.5M
Employees5
Clients--