Family Office Investment Services, LLC
California
Registered In
01/03/2012
Incorp. Date
Company Summary
Family Office Investment Services, LLC at 300 S Grand Ave STE 1800, Los Angeles, Ca 90071 lists Edythe L Broad of Los Angeles, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Julie Baker
Individual Agent
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300 S GRAND AVE STE 1800, LOS ANGELES, CA 90071
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Edythe L Broad
Manager
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300 S GRAND AVE STE 1800, LOS ANGELES, CA 90071
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300 S GRAND AVE STE 1800, LOS ANGELES, CA 90071
View Map
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Financial Information for Family Office Investment Services, LLC
Form 5500
FAMILY OFFICE INVESTMENT SERVICES, LLC
300 South Grand Avenue Suite 1800, Los Angeles, Ca 90071 (310) 954-5087 EIN:45-4167687 Plan Admin:Julie Baker| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFAMILY OFFICE INVESTMENT SERVICES RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,386,363 / $2,019,203 | 2023 | FAMILY OFFICE INVESTMENT SERVICES RETIREMENT SAVINGS PLAN - Plan #001 | 6 / 6 | $1,386,363 / $2,019,203 |
| 2022 | Plan NameFAMILY OFFICE INVESTMENT SERVICES RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,583,771 / $1,386,363 | 2022 | FAMILY OFFICE INVESTMENT SERVICES RETIREMENT SAVINGS PLAN - Plan #001 | 5 / 6 | $1,583,771 / $1,386,363 |
| 2021 | Plan NameFAMILY OFFICE INVESTMENT SERVICES RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,503,665 / $1,583,771 | 2021 | FAMILY OFFICE INVESTMENT SERVICES RETIREMENT SAVINGS PLAN - Plan #001 | 4 / 4 | $1,503,665 / $1,583,771 |
| 2020 | Plan NameFAMILY OFFICE INVESTMENT SERVICES RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,030,573 / $1,503,665 | 2020 | FAMILY OFFICE INVESTMENT SERVICES RETIREMENT SAVINGS PLAN - Plan #001 | 4 / 4 | $1,030,573 / $1,503,665 |
| 2019 | Plan NameFAMILY OFFICE INVESTMENT SERVICES RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$704,779 / $1,030,573 | 2019 | FAMILY OFFICE INVESTMENT SERVICES RETIREMENT SAVINGS PLAN - Plan #001 | 3 / 4 | $704,779 / $1,030,573 |
Benefit & Retirement Plans based on Form 5500.
Address Match:300 S Grand Ave Ste 1800 Los Angeles, CA
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor
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