Unclaimed Profile

Tony C Lim

IBAA·SAN BERNARDINO, California

Clean recordIBAA

250 N G STREET, SAN BERNARDINO, CA 92410CRD# 2234601Firm CRD# 283263

Profile Verification

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

Identity

Tony C Lim · SAN BERNARDINO, CA

Registration

CRD #2234601 · IBAA

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tony C Lim is a registered financial advisor based in SAN BERNARDINO, California, affiliated with IBAA. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

IBAA

AUM

$50K

Regulatory assets under management

Employees

Total firm employees

View all advisors at IBAA →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2234601

Firm CRD# 283263

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tony C Lim offer?

Tony C Lim specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN BERNARDINO, California for a consultation.

What are Tony C Lim's credentials?

Tony C Lim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tony C Lim located?

Tony C Lim is based in SAN BERNARDINO, California, working with IBAA. Their office serves clients in the SAN BERNARDINO metropolitan area and surrounding communities.

How does Tony C Lim charge for services?

Tony C Lim's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IBAA?

IBAA has approximately 3 employees and manages $50K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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