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).
Total Assets Under Management55MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$13,750,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
Ronald Surz (CRD# 600075) is an Investment Advisor Representative working at Ppca, Inc. in San Clemente, CA and has over 21 years of experience in the finance industry.