Libbie Agran Financial Services & Seminars Review

Trust Score 96%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Libbie Agran Financial Services & Seminars, federally registered in 1985, is a Registered Investment Advisor (RIA) in 0 (unknown) state(s) with a licensed staff of 4 advisors. Libbie Agran Financial Services & Seminars manages $691.9 million and provides investment advisory services for 300 clients (1:75 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $2,306,279
Hybrid Advisor No
Disciplinary History No
Total AUM $691.9 million
Advisor / Client Ratio 1:75
Headquarters Santa Monica, CA
SEC Filings Forms and Brochures    (CRD # 110758)
State(s) Registered

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