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John Defonso, financial advisor Los Angeles CA

John Defonso

CRD Number: 6406556
Current Firm: Aqua Capital Advisors
Compensation Model: Fee Only
John Defonso (CRD# 6406556) is an Investment Advisor Representative working at Aqua Capital Advisors in Los Angeles, CA and has over 10 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Aqua Capital Advisors LLC Los Angeles, CA Aug 2016 - Current 8
Arxstone Partners LLC Los Angeles, CA Dec 2014 - Current 9
Self-employed Los Angeles, CA Jun 1997 - Current 27
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for John P. Defonso
1901 Avenue Of The Stars, Suite 1005, Los Angeles, CA 90067
Phone Number: 310-492-9680
Advisor Website: https://www.aquaca.com
Firm Website: https://www.linkedin.com/company/aqua-capital-advisors
Registered State(s):
  • CA
  • TX
Current Firm Details
Aqua Capital Advisors
Firm's CRD Number: 151887
1901 Avenue Of The Stars, Suite 1005, Los Angeles, CA 90067
By the Numbers
  • Total Assets Under Management
    120
    MILLIONS
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $750,706
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

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