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Tony C Lim

IBAA·SAN BERNARDINO, California
Unclaimed Profile
250 N G STREET, SAN BERNARDINO, CA 92410CRD# 2234601Firm CRD# 283263
01

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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
IBAA
IBAA
AUM
$50K
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at IBAA →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2234601
Firm CRD# 283263
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Research
Advisor Fees in CaliforniaNational Fee Analysis
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