Refresh Investments

Refresh Investments (CRD# 297146) is a financial advisory firm headquartered in Santa Monica, CA. They manage $8,567,914 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $342,717
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
  • Pension consulting services
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 Refresh Investments
Showing 1 - 2 of 2 top financial advisors.
1
Arielle L. Bittoni
CRD#: 4706290
2425 Olympic Blvd., Suite 4000w, Santa Monica, CA 90404

Arielle Bittoni (CRD# 4706290) is an Investment Advisor Representative working at Refresh Investments in Santa Monica, CA and has over 17 years of experience in the finance industry.

2
Pamela Y. Chen
CRD#: 2909140
2425 Olympic Blvd., Ste 4000w, Santa Monica, CA 90404

Pamela Chen (CRD# 2909140) is an Investment Advisor Representative working at Refresh Investments in Santa Monica, CA and has 1 year of experience in the finance industry.

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