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Marcos Rafael

ETHIKA INVESTMENTS, LLC·LOS ANGELES, California
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1880 CENTURY PARK EAST, LOS ANGELES, CA 90067CRD# 6274254Firm CRD# 166214
01

About

Marcos Rafael is a registered financial advisor based in LOS ANGELES, California, affiliated with ETHIKA INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ETHIKA INVESTMENTS, LLC
ETHIKA INVESTMENTS, LLC
AUM
$19M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ETHIKA INVESTMENTS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6274254
Firm CRD# 166214
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marcos Rafael offer?
Marcos Rafael specializes in Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.
What are Marcos Rafael's credentials?
Marcos Rafael is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marcos Rafael located?
Marcos Rafael is based in LOS ANGELES, California, working with ETHIKA INVESTMENTS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Marcos Rafael charge for services?
Marcos Rafael'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 ETHIKA INVESTMENTS, LLC?
ETHIKA INVESTMENTS, LLC has approximately 2 employees and manages $19M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ETHIKA INVESTMENTS, LLC

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Asif Yar Khan
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Andres Eduardo Szita
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Douglas Kiel
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Jean Paul Szita
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Phillip Walter Cyburt
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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