QUALITAS WEALTH COUNSEL
CRD #147970 SEC #801-69538 IRVINE, CA 949-936-2575
SEC Registered
Total AUM
$5M
Discretionary
$5M
Employees
5
Clients
0
Accounts
40
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 22, 2009
- 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 |
|---|---|---|---|---|
| MCMILLAN, JAIME, SEAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 22, 2009 REGISTERED
Address
18662 MACARTHUR BLVD SUITE 350IRVINE, CA 92612
United States
Phone: 949-936-2575