Unclaimed Profile

Toma Chepo

ARMORED WOLF, LLC·IRVINE, California

Clean recordARMORED WOLF, LLC

18111 VON KARMAN AVENUE, IRVINE, CA 92612CRD# 6463801Firm CRD# 150220

Profile Verification

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

Identity

Toma Chepo · IRVINE, CA

Registration

CRD #6463801 · ARMORED WOLF, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Toma Chepo is a registered financial advisor based in IRVINE, California, affiliated with ARMORED WOLF, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ARMORED WOLF, LLC

AUM

$655M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ARMORED WOLF, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6463801

Firm CRD# 150220

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Frequently Asked Questions

What services does Toma Chepo offer?

Toma Chepo specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in IRVINE, California for a consultation.

What are Toma Chepo's credentials?

Toma Chepo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Toma Chepo located?

Toma Chepo is based in IRVINE, California, working with ARMORED WOLF, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Toma Chepo charge for services?

Toma Chepo's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARMORED WOLF, LLC?

ARMORED WOLF, LLC has approximately 11 employees and manages $655M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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