Retirement Wealth Center Inc.

Retirement Wealth Center Inc. (CRD# 288964) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $28,413,333 in 111 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
100 E Thousand Oaks Blvd #276, Thousand Oaks, CA 91360
http://www.retirementwealthcenter.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $255,976
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Retirement Wealth Center Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Peter Girolamo, financial advisor Thousand Oaks CA
Peter E. Girolamo
CRD#: 4912739
100 E Thousand Oaks Blvd #276, Thousand Oaks, CA 91360

Peter Girolamo (CRD# 4912739) is an Investment Advisor Representative working at Retirement Wealth Center Inc. in Thousand Oaks, CA and has over 18 years 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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