Unclaimed Profile

Angel Manuel Perez

IDEAL LIFE FINANCIAL ADVISORS·FOLSOM, California

Clean recordIDEAL LIFE FINANCIAL ADVISORS

2240 EAST BIDWELL STREET, FOLSOM, CA 95630CRD# 2854651Firm CRD# 164084

Profile Verification

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

Identity

Angel Manuel Perez · FOLSOM, CA

Registration

CRD #2854651 · IDEAL LIFE FINANCIAL ADVISORS

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2854651

Firm CRD# 164084

View on FINRA BrokerCheck →

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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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