Marosek, Yuka
Firm details
- Headquarters
- San Clemente, California
- CRD number
- 333832
- Fee structure
- Fixed Fees
Firm profile
FINTRXOverview
Marosek, Yuka is organized as a sole proprietorship and operates as an independent registered investment adviser with an individual owner, Yuka Marosek. The firm is state-registered in Texas and bills clients using a fixed-fee pricing model rather than asset-based or commission compensation. According to the firm’s profile, it does not position itself as a capital allocator, pension consultant, ESG-focused investor, or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
San Clemente, CA
Orange
Location
San Clemente, CA
Headquartered in San Clemente, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 906 Calle Venezia
- Time zone
- PT (UTC-8)
- Office locations
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