AdvisorOS Directory
Claim Profile
AC

Alexis Irene Cole

CONSOLIDATED CAPITAL MANAGEMENT, LLC·BURBANK, California
Unclaimed Profile
2520 WEST OLIVE AVENUE, BURBANK, CA 91505CRD# 4794870Firm CRD# 130734
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CONSOLIDATED CAPITAL MANAGEMENT, LLC
CALIFORNIA CAPITAL MANAGEMENT
AUM
$300M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CONSOLIDATED CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4794870
Firm CRD# 130734
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BURBANK?

Browse all registered financial advisors in BURBANK, California or claim this profile if it's yours.

Browse BURBANK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BURBANK
Shirley Jamil Coria — NPB FINANCIAL GROUP, LLCMark Steven Pash — NPB FINANCIAL GROUP, LLCJames Hubert Braziel — NPB FINANCIAL GROUP, LLCRichard Benn Jr Mcfarland — NPB FINANCIAL GROUP, LLCNeal Edwin Nakagiri — NPB FINANCIAL GROUP, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile