RIA Intelligence

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

Firm Details

Organization Type
Partnership
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 6, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DEN DULK, JAMES, MARVINIGENERAL PARTNER AND CHIEF COMPLIANCE OFFICERD Control
DEN DULK, JAMES, MARVINIGENERAL PARTNER AND CHIEF COMPLIANCE OFFICERD Control
DEN DULK, JAMES, MARVINIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
DEN DULK, JAMES, MARVINIGENERAL PARTNER AND CHIEF COMPLIANCE OFFICERD Control
DEN DULK, JAMES, MARVINIGENERAL PARTNER AND CHIEF COMPLIANCE OFFICERD Control
PEREZ, ANGEL, MANUELIGENERAL PARTNERD Control
PEREZ, ANGEL, MANUELIGENERAL PARTNERD Control
PEREZ, ANGEL, MANUELIMANGING MEMBERD Control
PEREZ, ANGEL, MANUELIGENERAL PARTNERD Control
PEREZ, ANGEL, MANUELIGENERAL PARTNERD Control

Registrations

Federal

IA
Oct 6, 2012 REGISTERED

Notice Filings (1)

CA

Address

2240 EAST BIDWELL STREET
SUITE 110
FOLSOM, CA 95630
United States
Phone: 916-235-4646