Georgina Asset Management, LLC at 1201 Montana Ave STE 205, Santa Monica, Ca 90403 lists Robert Lipp of Santa Monica, CA as the associate.
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Robert Lipp
Individual Agent
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1201 MONTANA AVE STE 205, SANTA MONICA, CA 90403
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Robert Lipp
Manager
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1201 MONTANA AVE STE 205, SANTA MONICA, CA 90403
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1201 MONTANA AVE STE 205, SANTA MONICA, CA 90403
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameGEORGINA ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $0 | 2022 | GEORGINA ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $0 / $0 |
| 2021 | Plan NameGEORGINA ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$0 / $0 | 2021 | GEORGINA ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 5 | $0 / $0 |
| 2020 | Plan NameGEORGINA ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0 | 2020 | GEORGINA ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $0 / $0 |
| 2019 | Plan NameGEORGINA ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,137,407 / $1,396,494 | 2019 | GEORGINA ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $1,137,407 / $1,396,494 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$67,000 Forgiven$67,549 LenderJPMorgan Chase Bank, National Association Jobs4 | 04/15/2020 | $67,000 | $67,549 | JPMorgan Chase Bank, National Association | 4 |
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