Asset & Retirement Management
Asset & Retirement Management (CRD# 136569) is a financial advisory firm headquartered in Newhall, CA. They manage $10,660,434 in 110 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Asset & Retirement Management
By the Numbers
-
Total Assets Under Management11MILLION
-
Total Number of Accounts110ACCOUNTS
-
Average Account Value$96,913
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Asset & Retirement Management
1
Dale Norton (CRD# 1069797) is an Investment Advisor Representative working at Asset & Retirement Management in Newhall, CA and has over 40 years of experience in the finance industry.
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