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
Owners & executives
1 of 1
Yuka 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
Similar firms
Capo Creek Financial Solutions
RIASan Clemente, CA
MT Ryan, Inc.
RIASan Clemente, CA
Ignite Planners LLC
RIASan Clemente, CA
SCN Capital
RIASan Clemente, CA
Baker Jensen Investment Advisors, LLC
RIASan Clemente, CA
8020 Capital Management
RIASan Clemente, CA