KOBO RETIREMENT STRATEGIES, LLC
Legal name: KOBO RETIREMENT STRATEGIES
CRD #283743 SEC #801-108393 PASADENA, CA 626-578-0816
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
3
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2024
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BORDEN, CRISTOPHER, JON | I | PARTNER | NA | Control |
| BORDEN, CRISTOPHER, JON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BORDEN, CRISTOPHER, JON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BORDEN, CRISTOPHER, JON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BORDEN, CRISTOPHER, JON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BORDEN, CRISTOPHER, JON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BORDEN, CRISTOPHER, JON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CITRON, PAUL, ASHLEY | I | PRESIDENT | NA | |
| GIERKE, NATHAN, EDWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GIERKE, NATHAN, EDWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GIERKE, NATHAN, EDWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GIERKE, NATHAN, EDWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GIERKE, NATHAN, EDWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PARRINO, JOANN | I | PARTNER | NA | |
| PARRINO, JOANN | I | PARTNER | NA | |
| PARRINO, JOANN | I | PARTNER | NA | |
| PARRINO, JOANN | I | CCO | NA | |
| PARRINO, JOANN | I | CCO | NA | |
| PARRINO, JOANN | I | CCO | NA | |
| PARRINO, JOANN | I | CCO | NA | |
| STEINHILBER, CARL, PATRICK | I | CHIEF OPERATIONS OFFICER | NA | |
| STEINHILBER, CARL, PATRICK | I | CHIEF OPERATIONS OFFICER | NA | |
| SHUSTER, MARK, ALLAN | I | MANAGING PARTNER | E | Control |
| SHUSTER, MARK, ALLAN | I | MANAGING PARTNER | E | Control |
| SHUSTER, MARK, ALLAN | I | MANAGING PARTNER | E | Control |
| SHUSTER, MARK, ALLAN | I | MANAGING PARTNER | E | Control |
| SHUSTER, MARK, ALLAN | I | MANAGING PARTNER | E | Control |
| SHUSTER, MARK, ALLAN | I | MANAGING PARTNER | E | Control |
| SHUSTER, MARK, ALLAN | I | MANAGING PARTNER | E | Control |
| SHUSTER, MARK, ALLAN | I | MANAGING PARTNER | E | Control |
| SHUSTER, MARK, ALLAN | I | MANAGING PARTNER | E | Control |
| BORDEN, CRISTOPHER, JON | I | PARTNER | B | Control |
| BORDEN, CRISTOPHER, JON | I | PARTNER | B | Control |
| PARRINO, JOANN | I | PARTNER | A | |
| PARRINO, JOANN | I | PARTNER | A |
Registrations
Federal
IA
Mar 31, 2024 REGISTERED
Notice Filings (2)
CA HI
Address
155 N LAKE AVENUESTE 500
PASADENA, CA 91101
United States
Phone: 626-578-0816