Etf Portfolio Management LLC

Etf Portfolio Management LLC (CRD# 145698) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $11,800,000 in 94 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $125,532
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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

Financial Advisors at Etf Portfolio Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
David S. Kreinces
CRD#: 2835065
199 West Hillcrest Drive, Thousand Oaks, CA 91360
93
Wealthminder
score

David Kreinces (CRD# 2835065) is an Investment Advisor Representative working at Etf Portfolio Management LLC in Thousand Oaks, CA and has over 19 years of experience in the finance industry.

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