Actuarial Management Company LLC

Actuarial Management Company LLC (CRD# 164779) is a financial advisory firm headquartered in Laguna Niguel, CA. They manage $14,601,285 in 96 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $152,097
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Actuarial Management Company LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jessica R. Dentone
CRD#: 5588548
30011 Ivy Glenn Drive, Suite 204, Laguna Niguel, CA 92677
93
Wealthminder
score

Jessica Dentone (CRD# 5588548) is an Investment Advisor Representative working at Actuarial Management Company LLC in Laguna Niguel, CA and has over 7 years of experience in the finance industry.

2
Jonathan Wallentine
CRD#: 6089259
30011 Ivy Glenn Drive, Suite 204, Laguna Niguel, CA 92677
90
Wealthminder
score

Jonathan Wallentine (CRD# 6089259) is an Investment Advisor Representative working at Actuarial Management Company LLC in Laguna Niguel, CA and has over 4 years of experience in the finance industry.

3
Keith Boyak
CRD#: 6559820
30011 Ivy Glenn Drive, Suite 204, Laguna Niguel, CA 92677
87
Wealthminder
score

Keith Boyak (CRD# 6559820) is an Investment Advisor Representative working at Actuarial Management Company LLC in Laguna Niguel, CA and has 1 year of experience in the finance industry.

4
Jazmin Candelario
CRD#: 6428303
30011 Ivy Glenn Drive, Suite 204, Laguna Niguel, CA 92677
87
Wealthminder
score

Jazmin Candelario (CRD# 6428303) is an Investment Advisor Representative working at Actuarial Management Company LLC in Laguna Niguel, CA and has 1 year of experience in the finance industry.

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