THOUSAND OAKS FINANCIAL CORPORATION

PROFESSIONAL PLANNING
THOUSAND OAKS, California·2 registered advisors·CRD# 109561
SEC# 801-570770805-446-4601
01

Firm Overview

AUM
$187M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at THOUSAND OAKS FINANCIAL CORPORATION

2 registered advisors
Cranston Richard Gesell
THOUSAND OAKS, California
Melvyn Henry Nachman
THOUSAND OAKS, California
05

Office Locations

THOUSAND OAKS, California
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. THOUSAND OAKS FINANCIAL CORPORATION (CRD# 109561) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.