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PRESTON CAPITAL
120 Vantis
Suite 130
Aliso Viejo, California 92656
Tel: 949-272-2000
About PRESTON CAPITAL
PRESTON CAPITAL, formally registered with the SEC as PRESTON CAPITAL. The firm was established in 10/19/2023. They have over 2 offices throughout the country.
PRESTON CAPITAL is a Aliso Viejo, California based Financial Planning firm with nearly $1,040,000,000 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328417 |
| SEC# | 801-128923 |
| Assets Managed by Firm | $1,040,000,000 |
| No. of Clients | 2 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2 | $1,040,000,000 |
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