Top financial advisors in Moorpark, CA
We’ve curated a list of the best financial advisors in Moorpark, take a look at it below
Find an advisor in Moorpark| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $5,000,000 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Moorpark, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Moorpark. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Aii Capital Management, LLC
Aii Capital Management, LLC is a financial advisory firm based in Moorpark, California. It currently has approximately $5,000,000 of assets under management and employs about 1 people. Aii Capital Management, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$5,000,000
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-117633
Services offered
Portfolio Management For Pooled Investment Vehicles
Real Estate Private Equity
Your first meeting is free.