IDEAL LIFE FINANCIAL ADVISORS
CRD #164084 SEC #801-76635 FOLSOM, CA 916-235-4646
SEC Registered
Total AUM
$36M
Discretionary
$35M
Employees
--
Clients
0
Accounts
150
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2012 | $36M | $35M | $1M | -- | 0 |
| Aug 2012 | $36M | $35M | $1M | -- | 0 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
DateOct 2012
Total AUM$36M
Discretionary$35M
Non-Disc.$1M
Employees--
Clients0
DateAug 2012
Total AUM$36M
Discretionary$35M
Non-Disc.$1M
Employees--
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0