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PPCA, INC.
PPCA, INC.
SAN CLEMENTE, California
·
1 registered advisor
·
CRD# 153069
SEC# 801-71136
949-488-8339
01
Firm Overview
AUM
$40M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Wealth Management
04
Advisors at PPCA, INC.
1 registered advisor
Ronald Joseph Surz
SAN CLEMENTE, California
CRD# 600075
05
Office Locations
SAN CLEMENTE, California
1 advisor
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Data sourced from SEC Form ADV filings. PPCA, INC. (CRD# 153069) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.