Unclaimed Profile

Alexis Irene Cole

CONSOLIDATED CAPITAL MANAGEMENT, LLC·BURBANK, California

Clean recordCONSOLIDATED CAPITAL MANAGEMENT, LLC

2520 WEST OLIVE AVENUE, BURBANK, CA 91505CRD# 4794870Firm CRD# 130734

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alexis Irene Cole · BURBANK, CA

Registration

CRD #4794870 · CONSOLIDATED CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alexis Irene Cole is a registered financial advisor based in BURBANK, California, affiliated with CONSOLIDATED CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CONSOLIDATED CAPITAL MANAGEMENT, LLC

CALIFORNIA CAPITAL MANAGEMENT

AUM

$300M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONSOLIDATED CAPITAL MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4794870

Firm CRD# 130734

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alexis Irene Cole offer?

Alexis Irene Cole specializes in Financial Planning, Investment Management. Contact their office in BURBANK, California for a consultation.

What are Alexis Irene Cole's credentials?

Alexis Irene Cole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alexis Irene Cole located?

Alexis Irene Cole is based in BURBANK, California, working with CONSOLIDATED CAPITAL MANAGEMENT, LLC. Their office serves clients in the BURBANK metropolitan area and surrounding communities.

How does Alexis Irene Cole charge for services?

Alexis Irene Cole's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONSOLIDATED CAPITAL MANAGEMENT, LLC?

CONSOLIDATED CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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