RIA Intelligence

LOUIS F. BATMALE DBA ALDERS FINANCIAL SOLUTIONS

Legal name: ALDERS FINANCIAL SOLUTIONS

CRD #136025 SEC #801-114959 NOVATO, CA 415-892-7766
SEC Registered
Total AUM
$400M
Discretionary
$350M
Employees
5
Clients
1
Accounts
475

Firm Details

Organization Type
Sole Proprietorship
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 7, 2019
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BATMALE, LOUIS, FRANCOISICCOE Control

Registrations

Federal

IA
Mar 7, 2019 REGISTERED

Notice Filings (1)

CA

Address

1701 NOVATO BLVD
STE 304
NOVATO, CA 94947
United States
Phone: 415-892-7766