Cambyses Financial Advisors

Cambyses Financial Advisors (CRD# 230786) is a financial advisory firm headquartered in Toluca Lake, CA. They manage $1,450,000 in 16 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $90,625
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
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, MN

Financial Advisors at Cambyses Financial Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Nastaran Motiei
CRD#: 5836735
Los Angeles, CA
93
Wealthminder
score

Nastaran Motiei (CRD# 5836735) is an Investment Advisor Representative working at Cambyses Financial Advisors in Los Angeles, CA and has over 6 years of experience in the finance industry.

2
Marisa S. Yafai
CRD#: 4806962
Los Angeles, CA
93
Wealthminder
score

Marisa Yafai (CRD# 4806962) is an Investment Advisor Representative working at Cambyses Financial Advisors in Los Angeles, CA and has over 12 years of experience in the finance industry.

3
Steven J. Roy
CRD#: 6499051
Los Angeles, CA
87
Wealthminder
score

Steven Roy (CRD# 6499051) is an Investment Advisor Representative working at Cambyses Financial Advisors in Los Angeles, CA and has 1 year of experience in the finance industry.

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