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FIRM PROFILE
Overview
THE COURTNEY GROUP, LLC is located at 363 San Miguel Drive Suite 210, Newport Beach, CA 92660 and was first established at Los Angeles, Delaware in 06/01/2001. After operating for 24 years, THE COURTNEY GROUP, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of THE COURTNEY GROUP, LLC’s clients are individuals and 0% of their clients are high net worth individuals. THE COURTNEY GROUP, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at THE COURTNEY GROUP, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access THE COURTNEY GROUP, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at THE COURTNEY GROUP, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for THE COURTNEY GROUP, LLC Comes From
Understanding the Statistics for THE COURTNEY GROUP, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
363 San Miguel Drive Suite 210, Newport Beach, CA 92660
363 San Miguel Drive Suite 210, Newport Beach, CA 92660
Small
(949) 706-3600
Delaware since 06/01/2001
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at THE COURTNEY GROUP, LLC
Richard George Minicus
Thomas William Courtney JR
Charles Matthew Allen
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