Surety Investment Services

Surety Investment Services (CRD# 135295) is a financial advisory firm headquartered in Los Angeles, CA. They manage $48,318,447 in 167 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4520 Wilshire Blvd, Suite 201, Los Angeles, CA 90010
http://www.suretyinvestments.com
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $289,332
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Surety Investment Services
No Advisor Found.

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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