Actuarial Direct LLC
Actuarial Direct LLC (CRD# 287514) is a financial advisory firm headquartered in Laguna Niguel, CA. They manage $15,000,000 in 150 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Actuarial Direct LLC
By the Numbers
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Total Assets Under Management15MILLION
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Total Number of Accounts150ACCOUNTS
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Average Account Value$100,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Actuarial Direct LLC
No Advisor Found.
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