575 Anton Blvd
Ste 500
Costa Mesa, California 92626-7685
Tel: 714-641-3579
CHECK CAPITAL MANAGEMENT INC, formally registered with the SEC as CHECK CAPITAL MANAGEMENT INC. The firm was established in 03/06/1987. They have over 1 offices throughout the country.
CHECK CAPITAL MANAGEMENT INC is a Costa Mesa, California based Financial Planning firm with nearly $1,735,092,627 assets under management, offering retirement planning & investment advisory services to 2142 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107058 |
SEC# | 801-29001 |
Assets Managed by Firm | $1,735,092,627 |
No. of Clients | 2142 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2142 | $1,735,092,627 |
High net worth individuals | 1112 | $1,593,322,978 |
Corporations or other businesses | 23 | $104,935,210 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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