Assets Under Management

$2.7M

Number of Clients

Not reported

Number of Advisors

3

Average Client AUM

N/A

AUM per Advisor

$901K

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Arimathea, Corp. provides asset management, comprehensive portfolio management, and financial planning services to individuals and other clients. The firm integrates Catholic social teaching into its investment screening process, avoiding investments conflicting with Church teachings. They also offer retirement plan consulting and referrals to third-party money managers.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable Giving
Loading...
Location

201 E. Sandpointe Ave, Ste 460, South Coast Metro, CA, 92707

3 Advisors at this firm