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SEPULVEDA MANAGEMENT LLC
515 South Flower Street
Los Angeles, California 90071
Tel: 213-244-0000
About SEPULVEDA MANAGEMENT LLC
SEPULVEDA MANAGEMENT LLC, formally registered with the SEC as SEPULVEDA MANAGEMENT LLC. The firm was established in 07/29/2016. They have over 1 offices throughout the country.
SEPULVEDA MANAGEMENT LLC is a Los Angeles, California based Financial Planning firm with nearly $327,235,309 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284290 |
| SEC# | 801-108097 |
| Assets Managed by Firm | $327,235,309 |
| No. of Clients | 3 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $327,235,309 |
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