Unclaimed Profile

Lior Evan

AMERICAN MORTGAGE INVESTMENT PARTNERS MANAGEMENT, LLC·SEAL BEACH, California

Clean recordAMERICAN MORTGAGE INVESTMENT PARTNERS MANAGEMENT, LLC

3020 OLD RANCH PARKWAY, SEAL BEACH, CA 90740CRD# 2480886Firm CRD# 284231

Profile Verification

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

Identity

Lior Evan · SEAL BEACH, CA

Registration

CRD #2480886 · AMERICAN MORTGAGE INVESTMENT PARTNERS MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lior Evan is a registered financial advisor based in SEAL BEACH, California, affiliated with AMERICAN MORTGAGE INVESTMENT PARTNERS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

AMERICAN MORTGAGE INVESTMENT PARTNERS MANAGEMENT, LLC

AMIP MANAGEMENT

AUM

$651M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AMERICAN MORTGAGE INVESTMENT PARTNERS MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Commissions

Performance-based fees

Other: ADMINISTRATIVE FEES

Regulatory

SEC/IARD CRD# 2480886

Firm CRD# 284231

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lior Evan offer?

Lior Evan specializes in Retirement Planning. Contact their office in SEAL BEACH, California for a consultation.

What are Lior Evan's credentials?

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

Where is Lior Evan located?

Lior Evan is based in SEAL BEACH, California, working with AMERICAN MORTGAGE INVESTMENT PARTNERS MANAGEMENT, LLC. Their office serves clients in the SEAL BEACH metropolitan area and surrounding communities.

How does Lior Evan charge for services?

Lior Evan's firm is compensated through percentage of aum, commissions, performance-based fees, other: administrative fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICAN MORTGAGE INVESTMENT PARTNERS MANAGEMENT, LLC?

AMERICAN MORTGAGE INVESTMENT PARTNERS MANAGEMENT, LLC has approximately 32 employees and manages $651M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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