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Angel Manuel Perez

IDEAL LIFE FINANCIAL ADVISORS·FOLSOM, California
Unclaimed Profile
2240 EAST BIDWELL STREET, FOLSOM, CA 95630CRD# 2854651Firm CRD# 164084
01

About

Angel Manuel Perez is a registered financial advisor based in FOLSOM, California, affiliated with IDEAL LIFE FINANCIAL ADVISORS. 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
IDEAL LIFE FINANCIAL ADVISORS
IDEAL LIFE FINANCIAL ADVISORS
AUM
$36M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at IDEAL LIFE FINANCIAL ADVISORS →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2854651
Firm CRD# 164084
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Angel Manuel Perez offer?
Angel Manuel Perez specializes in Financial Planning, Investment Management. Contact their office in FOLSOM, California for a consultation.
What are Angel Manuel Perez's credentials?
Angel Manuel Perez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angel Manuel Perez located?
Angel Manuel Perez is based in FOLSOM, California, working with IDEAL LIFE FINANCIAL ADVISORS. Their office serves clients in the FOLSOM metropolitan area and surrounding communities.
How does Angel Manuel Perez charge for services?
Angel Manuel Perez'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 IDEAL LIFE FINANCIAL ADVISORS?
IDEAL LIFE FINANCIAL ADVISORS is a registered investment adviser with the SEC, managing $36M in regulatory assets under management. See their Form ADV for full details.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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