IDEAL LIFE FINANCIAL ADVISORS

FOLSOM, California·2 registered advisors·CRD# 164084
SEC# 801-76635916-235-4646
01

Firm Overview

AUM
$36M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at IDEAL LIFE FINANCIAL ADVISORS

2 registered advisors
Angel Manuel Perez
FOLSOM, California
James Marvin Den Dulk
FOLSOM, California
05

Office Locations

FOLSOM, California
2 advisors

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Data sourced from SEC Form ADV filings. IDEAL LIFE FINANCIAL ADVISORS (CRD# 164084) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.