TEN ASSET MANAGEMENT, INC.

OJAI, California·7 registered advisors·CRD# 134021
SEC# 801-63945805-669-8201
01

Firm Overview

AUM
$30M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at TEN ASSET MANAGEMENT, INC.

7 registered advisors
Dale Herman Stevens
OJAI, California
Fred Norton Hallett
OJAI, California
Jeffrey Kirkland Kerrigan
OJAI, California
Marilyn Christine Wallace
OJAI, California
Nathan Reed Wallace
OJAI, California
Robert Russel Zimmer
OJAI, California
Ronald Joe Auer
OJAI, California
05

Office Locations

OJAI, California
7 advisors

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Data sourced from SEC Form ADV filings. TEN ASSET MANAGEMENT, INC. (CRD# 134021) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.