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RIA · CRD 112804State-Registered Investment Adviser

Updated:

Financial Telesis Company

FINANCIAL TELESIS COMPANY is a state-registered investment adviser in Solvang, CA. The firm manages approximately $22 million in regulatory assets.

Overview

FINANCIAL TELESIS COMPANY is a state-registered investment adviser in Solvang, CA. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Year founded

1966

Location

Region

North America

Country

United States

City

Solvang

Corporate office

New York, NY, United States

Principals

John A. Catsimatidis

Principal

Sector focus

Real EstateEnergyGrocery & Retail

Frequently asked questions

What is Financial Telesis's known investment posture regarding energy?

Through its subsidiary United Refining, the office maintains a vertically integrated position in the downstream energy sector. United Refining operates a refinery in Warren, Pennsylvania, and markets fuel through company-owned and franchised gas stations under brand names including Kwik Fill and Country Fair, primarily in the Mid-Atlantic and Northeast United States.

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