Refresh Investments

Refresh Investments (CRD# 297146) is a financial advisory firm headquartered in Santa Monica, CA. They manage $16,420,957 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
401 Wilshire Blvd., 12th Floor, Santa Monica, CA 90401
https://www.linkedin.com/company/refresh-investments-llc
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $1,263,151
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Refresh Investments
Showing 1 - 1 of 1 top financial advisors.
1
Pamela Chen, financial advisor Santa Monica CA
Pamela Y. Chen
CRD#: 2909140
401 Wilshire Blvd., 12th Floor, Santa Monica, CA 90401

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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