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Downie Financial Group
DOWNIE FINANCIAL GROUP is a state-registered investment adviser in MISSION VIEJO, CA. The firm manages approximately $36 million in regulatory assets.
Overview
DOWNIE FINANCIAL GROUP is a state-registered investment adviser in MISSION VIEJO, CA. The firm manages approximately $36 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What is the investment focus of Downie Financial Group?
The firm's investment focus is not disclosed in any public record. No specific sectors, asset classes, or geographic regions have been confirmed. This level of privacy is common among small family offices that do not seek external capital or co-investment partners.
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