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Lisa C Albanez

TRIPACIFIC CAPITAL ADVISORS, LLC·IRVINE, California
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2020 MAIN STREET, IRVINE, CA 92614CRD# 5060366Firm CRD# 142121
01

About

Lisa C Albanez is a registered financial advisor based in IRVINE, California, affiliated with TRIPACIFIC CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
TRIPACIFIC CAPITAL ADVISORS, LLC
TRIPACIFIC CAPITAL ADVISORS, LLC
AUM
$12M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at TRIPACIFIC CAPITAL ADVISORS, LLC →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5060366
Firm CRD# 142121
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa C Albanez offer?
Lisa C Albanez specializes in Wealth Management. Contact their office in IRVINE, California for a consultation.
What are Lisa C Albanez's credentials?
Lisa C Albanez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa C Albanez located?
Lisa C Albanez is based in IRVINE, California, working with TRIPACIFIC CAPITAL ADVISORS, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does Lisa C Albanez charge for services?
Lisa C Albanez's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIPACIFIC CAPITAL ADVISORS, LLC?
TRIPACIFIC CAPITAL ADVISORS, LLC has approximately 10 employees and manages $12M in regulatory assets under management. 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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