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Gregory Martin Wodark

NAME PLACEHOLDER, LLC·COTO DE CAZA, California
Unclaimed Profile
30 VIA ANDORRA, COTO DE CAZA, CA 92679CRD# 1465959Firm CRD# 311316
01

About

Gregory Martin Wodark is a registered financial advisor based in COTO DE CAZA, California, affiliated with NAME PLACEHOLDER, 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
AN IDEAL LIFE FINANCIAL PLANNING, LLC
AN IDEAL LIFE FINANCIAL PLANNING, LLC
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at AN IDEAL LIFE FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1465959
Firm CRD# 311316
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Martin Wodark offer?
Gregory Martin Wodark specializes in Financial Planning, Investment Management. Contact their office in COTO DE CAZA, California for a consultation.
What are Gregory Martin Wodark's credentials?
Gregory Martin Wodark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Martin Wodark located?
Gregory Martin Wodark is based in COTO DE CAZA, California, working with NAME PLACEHOLDER, LLC. Their office serves clients in the COTO DE CAZA metropolitan area and surrounding communities.
How does Gregory Martin Wodark charge for services?
Gregory Martin Wodark's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAME PLACEHOLDER, LLC?
NAME PLACEHOLDER, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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