Efren
Bolisay

Sitrin Capital Management, LLC

CRD#3080389
Investment Advisor
in Los Angeles, CA

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About this Advisor

Efren Bolisay is a financial advisor based in Los Angeles, California, who has been in the financial industry for 22 years. Bolisay is an advisor for Sitrin Capital Management, LLC. Their career trajectory has included roles at Sitrin Capital Management, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America Na. Bolisay has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in California. Sitrin Capital Management, LLC is a financial advisory company operating in Los Angeles, California. It has a total of six people on staff. It has $454 million in assets between its 607 accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 607 customer accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Sitrin Capital Management, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules typically depend on the financial services provided. Fee types charged by Sitrin Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

22 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

2029 Century Park East, Suite 550
Los Angeles, CA 90067

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Sitrin Capital Management, LLC Brokerage Details

Total Assets Under Management

$453,694,010

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

607

CA Average: 3,727
Average Account Size

$747,437

CA Average: $2,033,427

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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 22 years of experience.

2016 - Present (5 years)

Sitrin Capital Management, LLC

2012 - 2016 (4 years)

Sitrin Capital Management, LLC

2011 - 2012 (1 year)

Bank Of America Na

1998 - 2012 (14 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Efren Bolisay has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sitrin Capital Management, LLC

Scott Sitrin
New York, NY
Ryan Sitrin
Los Angeles, CA
Efren Bolisay
Los Angeles, CA
Marcus Sitrin
Los Angeles, CA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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