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CHECK CAPITAL MANAGEMENT INC

575 Anton Blvd
Ste 500
Costa Mesa, California 92626-7685
Tel: 714-641-3579

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About CHECK CAPITAL MANAGEMENT INC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#107058
SEC#801-29001
Assets Managed by Firm$1,735,092,627
No. of Clients2142
No. of Advisors11

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total2142$1,735,092,627
High net worth individuals1112$1,593,322,978
Corporations or other businesses23$104,935,210

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
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FRANKLIN ADVISERS, INC.
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