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Juan Lorenzana

DIGITAL ASSET MANAGEMENT US INC·PHOENIX, Arizona
Clean recordDIGITAL ASSET MANAGEMENT US INC
11022 N 28TH DR., PHOENIX, AZ 85029CRD# 7891543Firm CRD# 330507

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Juan Lorenzana · PHOENIX, AZ
Registration
CRD #7891543 · DIGITAL ASSET MANAGEMENT US INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Juan Lorenzana is a registered financial advisor based in PHOENIX, Arizona, affiliated with DIGITAL ASSET MANAGEMENT US INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
DIGITAL ASSET MANAGEMENT US INC
DIGITAL ASSET MANAGEMENT
AUM
Regulatory assets under management
Employees
1
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7891543
Firm CRD# 330507
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05

Frequently Asked Questions

What services does Juan Lorenzana offer?
Juan Lorenzana specializes in Retirement Planning, Fee-Only Advisory. Contact their office in PHOENIX, Arizona for a consultation.
What are Juan Lorenzana's credentials?
Juan Lorenzana is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Juan Lorenzana located?
Juan Lorenzana is based in PHOENIX, Arizona, working with DIGITAL ASSET MANAGEMENT US INC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Juan Lorenzana charge for services?
Juan Lorenzana's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIGITAL ASSET MANAGEMENT US INC?
DIGITAL ASSET MANAGEMENT US INC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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