Caerus Investment Advisors, LLC
California
Registered In
01/18/2022
Incorp. Date
Foreign
Registration Type
Texas
Foreign Jurisdiction
Company Summary
Caerus Investment Advisors, LLC at 311 Laurel Valley Rd, West Lake Hills, Tx 78746 lists Michael Cheung of West Lake Hills, TX as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Texas
- Company Type
- Limited Liability Company - Out of State
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Registered Agent Solutions, Inc.
Registered 1505 Agent
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5301 SOUTHWEST PKWY STE 400, AUSTIN, TX 78735
(View Past Addresses)
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Michael Cheung
Manager
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311 LAUREL VALLEY RD, WEST LAKE HILLS, TX 78746
(View Past Addresses)
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311 LAUREL VALLEY RD, WEST LAKE HILLS, TX 78746
View Map
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Financial Information for Caerus Investment Advisors, LLC
Form 5500
CAERUS INVESTMENT ADVISORS, LLC
311 Laurel Valley Rd Suite 900, West Lake Hills, Tx 78746 (650) 619-9139 EIN:47-1593998 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCAERUS INVESTMENT ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$278,910 / $426,514 | 2023 | CAERUS INVESTMENT ADVISORS 401(K) PLAN - Plan #001 | 7 / 7 | $278,910 / $426,514 |
| 2022 | Plan NameCAERUS INVESTMENT ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$252,788 / $278,910 | 2022 | CAERUS INVESTMENT ADVISORS 401(K) PLAN - Plan #001 | 5 / 7 | $252,788 / $278,910 |
| 2021 | Plan NameCAERUS INVESTMENT ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$147,277 / $252,788 | 2021 | CAERUS INVESTMENT ADVISORS 401(K) PLAN - Plan #001 | 4 / 5 | $147,277 / $252,788 |
| 2020 | Plan NameCAERUS INVESTMENT ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY7 / 4 Assets BOY/EOY$101,416 / $147,277 | 2020 | CAERUS INVESTMENT ADVISORS 401(K) PLAN - Plan #001 | 7 / 4 | $101,416 / $147,277 |
| 2019 | Plan NameCAERUS INVESTMENT ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 7 Assets BOY/EOY$14,494 / $101,416 | 2019 | CAERUS INVESTMENT ADVISORS 401(K) PLAN - Plan #001 | 3 / 7 | $14,494 / $101,416 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CAERUS INVESTMENT ADVISORS, LLC
5 3rd ST STE 900, San Francisco, Ca 94103 Ethnicity:Not Hispanic or Latino Race:Native Hawaiian or Other Pacific Islander Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$73,010 Forgiven$73,938 LenderJPMorgan Chase Bank, National Association Jobs8 | 05/01/2020 | $73,010 | $73,938 | JPMorgan Chase Bank, National Association | 8 |
PPP Loans based on Paycheck Protection Program.
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Address Match:311 Laurel Valley Rd West Lake Hills, TX
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration
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