Aqua Capital Advisors

Aqua Capital Advisors (CRD# 151887) is a financial advisory firm headquartered in Los Angeles, CA. They manage $97,071,725 in 131 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $741,006
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
  • Selection of other advisers (including private fund managers)
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

Financial Advisors at Aqua Capital Advisors
Showing 1 - 2 of 2 top financial advisors.
1
John P. Defonso
CRD#: 6406556
1901 Avenue Of The Stars, Suite 1005, Los Angeles, CA 90067
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.
2
Jeff C. Fang
CRD#: 4546975
1901 Avenue Of The Stars, Suite 1005, Los Angeles, CA 90067

Jeff Fang (CRD# 4546975) is an Investment Advisor Representative working at Aqua Capital Advisors in Los Angeles, CA and has over 20 years of experience in the finance industry. Jeff Fang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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