David Ortiz Advisors, Inc.
David Ortiz Advisors, Inc. (CRD# 282161) is a financial advisory firm headquartered in Whittier, CA. They manage $34,528,883 in 231 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management35MILLION
-
Total Number of Accounts231ACCOUNTS
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Average Account Value$149,476
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at David Ortiz Advisors, Inc.
No Advisor Found.
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