Actuarial Direct LLC

Actuarial Direct LLC (CRD# 309970) is a financial advisory firm headquartered in Laguna Niguel, CA. They manage $12,000,000 in 150 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
30285 Grande Vista Ave, Laguna Niguel, CA 92843
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $80,000
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
The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Actuarial Direct LLC
Showing 1 - 2 of 2 top financial advisors.
1
Keith Boyak, financial advisor Las Vegas NV
Keith Boyak
CRD#: 6559820
3175 E. Warm Springs Rd., Suite 102, Las Vegas, NV 89120

Keith Boyak (CRD# 6559820) is an Investment Advisor Representative working at Actuarial Direct LLC in Las Vegas, NV and has over 8 years of experience in the finance industry.

2
Binxin Zhu, financial advisor Laguna Niguel CA
Binxin Zhu
CRD#: 7772775
30285 Grande Vista Ave, Laguna Niguel, CA 92843

Binxin Zhu (CRD# 7772775) is an Investment Advisor Representative working at Actuarial Direct LLC in Laguna Niguel, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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