LAMIA FINANCIAL GROUP, INC.

THOUSAND OAKS, California·1 registered advisor·CRD# 146421
SEC# 801-702450805-494-3416
01

Firm Overview

AUM
$307M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at LAMIA FINANCIAL GROUP, INC.

1 registered advisor
Jeffrey Arnold Borenstein
THOUSAND OAKS, California
05

Office Locations

THOUSAND OAKS, California
1 advisor

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Data sourced from SEC Form ADV filings. LAMIA FINANCIAL GROUP, INC. (CRD# 146421) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.