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Efren Edward Bolisay

SITRIN CAPITAL MANAGEMENT, LLC·CENTURY CITY, California
Unclaimed Profile
2029 CENTURY PARK EAST, CENTURY CITY, CA 90067CRD# 3080389Firm CRD# 282436
01

About

Efren Edward Bolisay is a registered financial advisor based in CENTURY CITY, California, affiliated with SITRIN CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SITRIN CAPITAL MANAGEMENT, LLC
SITRIN CAPITAL MANAGEMENT, LLC
AUM
$296M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SITRIN CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3080389
Firm CRD# 282436
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Efren Edward Bolisay offer?
Efren Edward Bolisay specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CENTURY CITY, California for a consultation.
What are Efren Edward Bolisay's credentials?
Efren Edward Bolisay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Efren Edward Bolisay located?
Efren Edward Bolisay is based in CENTURY CITY, California, working with SITRIN CAPITAL MANAGEMENT, LLC. Their office serves clients in the CENTURY CITY metropolitan area and surrounding communities.
How does Efren Edward Bolisay charge for services?
Efren Edward Bolisay'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 SITRIN CAPITAL MANAGEMENT, LLC?
SITRIN CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $296M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CENTURY CITY
Eitan Jacob Simon Melamed — ELI CIRCLE CAPITAL, LPMarcus Jay Sitrin — SITRIN CAPITAL MANAGEMENT, LLCDavid Cheng — CASICO ASSET MANAGEMENT, LLCJohn Jay Sayers — CASICO ASSET MANAGEMENT, LLCScott Charles Sitrin — SITRIN CAPITAL MANAGEMENT, 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
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