JEFFREY CHARLES LLOYD WOLMAN

4208 Overland Avenue
Culver City, California 90230
Tel: 310-234-1992

About JEFFREY CHARLES LLOYD WOLMAN

JEFFREY CHARLES LLOYD WOLMAN, formally registered with the SEC as JEFFREY CHARLES LLOYD WOLMAN. The firm was established in 07/30/2020. They have over 1 offices throughout the country.

JEFFREY CHARLES LLOYD WOLMAN is a Culver City, California based Financial Planning firm with nearly $199,913,230 assets under management, offering retirement planning & investment advisory services to 250 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133611
SEC#	801-119043
Assets Managed by Firm	$199,913,230
No. of Clients	250
No. of Advisors	30

Fee Structure

Other (NO SEPARATE FEE CHARGED.)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	250	$199,913,230
Individuals (other than high net worth individuals)	20	$9,558,341
High net worth individuals	40	$190,354,889

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