CA FAMILY WEALTH, LLC

HTTPS://WWW.LINKEDIN.COM/COMPANY/BOULEVARD-FAMILY-WEALTH/ BEVERLY HILLS, CA How do I update this listing?

CA Family Wealth is based out of Beverly Hills. CA Family Wealth is a large advisory firm with 12 clients and discretionary assets under management (AUM) of $433,450,389 (Form ADV from 2019-07-17). Their last reported 13F filing for Q4 2019 included $148,542,000 in managed 13F securities and a top 10 holdings concentration of 72.71%. CA Family Wealth's largest holding is Fulgent Genetics Inc with shares held of 6,760,733. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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View Last Form Adv Compilation Report on Record

BOULEVARD FAMILY WEALTH
9465 WILSHIRE BLVD., SUITE 840
BEVERLY HILLS CA    90212
Country: United States

Business Phone: 877-556-5550
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 29,564,800
Total Number of Clients: 12
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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