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Jeffrey Arnold Borenstein

LAMIA FINANCIAL GROUP, INC.·THOUSAND OAKS, California
Unclaimed Profile
100 E. THOUSAND OAKS BLVD. SUITE 200, THOUSAND OAKS, CA 91360CRD# 3181733Firm CRD# 146421
01

About

Jeffrey Arnold Borenstein is a registered financial advisor based in THOUSAND OAKS, California, affiliated with LAMIA FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LAMIA FINANCIAL GROUP, INC.
LAMIA FINANCIAL GROUP, INC.
AUM
$307M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LAMIA FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3181733
Firm CRD# 146421
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Arnold Borenstein offer?
Jeffrey Arnold Borenstein specializes in Financial Planning, Investment Management. Contact their office in THOUSAND OAKS, California for a consultation.
What are Jeffrey Arnold Borenstein's credentials?
Jeffrey Arnold Borenstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Arnold Borenstein located?
Jeffrey Arnold Borenstein is based in THOUSAND OAKS, California, working with LAMIA FINANCIAL GROUP, INC.. Their office serves clients in the THOUSAND OAKS metropolitan area and surrounding communities.
How does Jeffrey Arnold Borenstein charge for services?
Jeffrey Arnold Borenstein's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAMIA FINANCIAL GROUP, INC.?
LAMIA FINANCIAL GROUP, INC. has approximately 7 employees and manages $307M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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