MS
MS

Mia Kristina Sulak

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,061 clients
Average Client Portfolio
$418K average
Assets Under Management
$443.0M

Fee Structure

Financial Planning:Included in AUM fee
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Location

30101 Agoura Court, Suite 205, Agoura Hills, CA, 91301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mia is a life insurance agent at The Mia Sulak Agency, Inc. since 2014, dedicating nearly full-time hours to this activity, including nearly full-time hours during trading hours.

Employment History
Current Registrations
Financial & Tax Architects, LLC
January 2024 - Present · 2 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Mia Kristina Sulak - Financial Advisor | TrueAdvisor