Ppca, Inc.

Ppca, Inc. (CRD# 153069) is a financial advisory firm headquartered in , . They manage $55,000,000 in 4 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $13,750,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, TX

Financial Advisors at Ppca, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Ronald J. Surz
CRD#: 600075
San Clemente, CA
93
Wealthminder
score

Ronald Surz (CRD# 600075) is an Investment Advisor Representative working at Ppca, Inc. in San Clemente, CA and has over 20 years of experience in the finance industry.

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