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Joseph P. Pretlow

AOF MANAGEMENT LLC·LOS ANGELES, California
SIE, Series 7Clean recordAOF MANAGEMENT LLC
10940 WILSHIRE BOULEVARD, LOS ANGELES, CA 90024CRD# 6137901Firm CRD# 170193

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph P. Pretlow · LOS ANGELES, CA
Registration
CRD #6137901 · AOF MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
AOF MANAGEMENT LLC
CRD 170193 · SEC 801-128469
AUM
$209M
Regulatory assets under management
Employees
6
4 client accounts
Services offered by AOF MANAGEMENT LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at AOF MANAGEMENT LLC →
Introduction

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04

Frequently Asked Questions

What services does Joseph P. Pretlow offer?
Joseph P. Pretlow specializes in Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.
What are Joseph P. Pretlow's credentials?
Joseph P. Pretlow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph P. Pretlow located?
Joseph P. Pretlow is based in LOS ANGELES, California, working with AOF MANAGEMENT LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Joseph P. Pretlow charge for services?
Joseph P. Pretlow's firm is compensated through percentage of aum, performance-based fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AOF MANAGEMENT LLC?
AOF MANAGEMENT LLC has approximately 6 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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LOS ANGELES, CA

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Research
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