Efren
Bolisay
Sitrin Capital Management, LLC
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About this Advisor
Efren Bolisay is a financial advisor based out of Los Angeles, California who has 7 years of relevant experience. Bolisay currently works for Sitrin Capital Management, LLC. Throughout their career, they have worked at Sitrin Capital Management, LLC. Bolisay holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Sitrin Capital Management, LLC is a registered investment business based in Los Angeles, CA. The firm has a total of six advisors. It handles $286 million in total assets across its 610 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 610 customer accounts, 38% are held by high-net-worth investors who have more than $1 million in assets available to invest. Sitrin Capital Management, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors depend on which services the firm provides the client. However, fees charged by Sitrin Capital Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sitrin Capital Management, LLC Brokerage Details
$286,237,759
6
610
$469,242
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Efren Bolisay Work History
Efren has been registered as a financial advisor for 7 years.*
Sitrin Capital Management, LLC
Sitrin Capital Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Efren Bolisay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sitrin Capital Management, LLC
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
New York, NY
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