MAROSEK, YUKA
Firm details
- Headquarters
- SAN CLEMENTE, California
- CRD number
- 333832
- Fee structure
- Fixed Fees
Firm profile
FINTRXOverview
Marosek, Yuka operates as a sole proprietorship in the financial advisory sector. The firm is classified as unclassified and does not engage in capital allocation. It primarily generates revenue through fixed fees from its clients. While the firm does not identify as an active ESG investor, it provides advisory services tailored to individual client needs. The firm is not a multi-state adviser and does not have affiliations with other advisory entities.
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
Owners & executives
1 of 1YUKA MAROSEK
Founder & CEOCRD 4574694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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