Updated:
REFRESH INVESTMENTS
Refresh Investments is a fee-only, fiduciary financial services firm with offices in Santa Monica, CA serving clients throughout the greater Southern...
Overview
Refresh Investments is a fee-only, fiduciary financial services firm with offices in Santa Monica, CA serving clients throughout the greater Southern California area and the United States. It provides integrated investment and planning solutions for wealth management, with a focus on women and families. Services include investments, financial planning, and family office support.
General information
Firm type
Asset Manager
Location
Country
United States
City
Santa Monica
Principals
Pamela Chen
CFA, CPA, MBA
Sector focus
Frequently asked questions
Has REFRESH INVESTMENTS publicly disclosed any portfolio companies?
No. No portfolio company holdings have been cited in any public source associated with REFRESH INVESTMENTS.
Does REFRESH INVESTMENTS have an investment thesis or sector focus?
No specific sector or investment thesis has been published by the firm. Its approach to capital deployment is not verifiable from available public data.
Where is REFRESH INVESTMENTS headquartered?
The firm's headquarters location is not listed on any public directory or company registration that matches this entity name.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: