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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 5, 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 |
|---|---|---|---|---|
| AREFIAN, ANTHONY, SAMUEL | I | OPPERATIONS OFFICER | NA | |
| AREFIAN, ANTHONY, SAMUEL | I | OPPERATIONS OFFICER | NA | |
| AREFIAN, ANTHONY, SAMUEL | I | OPPERATIONS OFFICER | NA | |
| AREFIAN, ANTHONY, SAMUEL | I | OPPERATIONS OFFICER | NA | |
| AREFIAN, ANTHONY, SAMUEL | I | OPPERATIONS OFFICER | NA | |
| AREFIAN, ANTHONY, SAMUEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DIAZ, ANTHONY, JESUS | I | OPPERATIONS OFFICER | NA | |
| GARRETT, EDITH, SUZANNE | I | MARKETING DIRECTOR | NA | |
| GARRETT, EDITH, SUZANNE | I | MARKETING DIRECTOR | NA | |
| GARRETT, EDITH, SUZANNE | I | MARKETING DIRECTOR | NA | |
| GARRETT, EDITH, SUZANNE | I | MARKETING DIRECTOR | NA | |
| GARRETT, EDITH, SUZANNE | I | MARKETING DIRECTOR | NA | |
| GARRETT, EDITH, SUZANNE | I | MARKETING DIRECTOR | NA | |
| GARRETT, EDITH, SUZANNE | I | MARKETING DIRECTOR | NA | |
| BIDDLECOME, HEATH, MICHAEL | I | PRESIDENT & DIRECTOR | E | Control |
| BIDDLECOME, HEATH, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BIDDLECOME, HEATH, MICHAEL | I | PRESIDENT & DIRECTOR | E | Control |
| BIDDLECOME, HEATH, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BIDDLECOME, HEATH, MICHAEL | I | OWNER | E | Control |
| BIDDLECOME, HEATH, MICHAEL | I | PRESIDENT & DIRECTOR | E | Control |
| BIDDLECOME, HEATH, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BIDDLECOME, HEATH, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BIDDLECOME, HEATH, MICHAEL | I | PRESIDENT & DIRECTOR | E | Control |
| BIDDLECOME, HEATH, MICHAEL | I | PRESIDENT & DIRECTOR | E | Control |
| BIDDLECOME, HEATH, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BIDDLECOME, HEATH, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BIDDLECOME, HEATH, MICHAEL | I | PRESIDENT & DIRECTOR | E | Control |
| BIDDLECOME, HEATH, MICHAEL | I | PRESIDENT & DIRECTOR | E | Control |
| BIDDLECOME, HEATH, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DIAZ, ANTHONY, JESUS | I | CHIEF COMPLIANCE OFFICER | A | Control |
| DIAZ, ANTHONY, JESUS | I | MANAGING PRINCIPAL | A | Control |
Registrations
Federal
IA
Oct 5, 2005 REGISTERED
Notice Filings (2)
CA MA
Address
6101 W. CENTINELA AVE.SUITE 335
CULVER CITY, CA 90230
USA
Phone: 310-665-0570