Calabazas Creek Advisors, LLC
Calabazas Creek Advisors, LLC (CRD# 281058) is a financial advisory firm headquartered in , . They manage $750,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Calabazas Creek Advisors, LLC
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts1ACCOUNTS
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Average Account Value$750,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Calabazas Creek Advisors, LLC
1
Han-chung Lee (CRD# 5149553) is an Investment Advisor Representative working at Calabazas Creek Advisors, LLC in San Jose, CA and has over 17 years of experience in the finance industry.
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