Strategic Custom Wealth Solutions, Inc.

Rancho Mirage, CA

California

Registered In

05/20/2003

Incorp. Date

Company Summary

Strategic Custom Wealth Solutions, Inc. in Rancho Mirage, CA lists Dana L Crosby and Dana L. Crosby of Rancho Mirage, CA

Overview

Registered In

California

Incorporation Date

05/20/2003

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Dana Larry Crosby Individual Agent	101 AVENIDA LIRIO BLANCO, RANCHO MIRAGE, CA 92270 (View Past Addresses)
Dana L Crosby CEO	101 AVENIDA LIRIO BLANCO, RANCHO MIRAGE, CA 92270
Dana L. Crosby Chief Financial Officer	101 AVENIDA LIRIO BLANCO, RANCHO MIRAGE, CA 92270 (View Past Addresses)
Dana L. Crosby Director	101 AVENIDA LIRIO BLANCO, RANCHO MIRAGE, CA 92270 (View Past Addresses)
Dana L. Crosby Secretary	101 AVENIDA LIRIO BLANCO, RANCHO MIRAGE, CA 92270 (View Past Addresses)

Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

41-750 RANCHO LAS PALMAS DR STE N-3, RANCHO MIRAGE, CA 92270 (Mailing) View Map

Financials

Financial Information for Strategic Custom Wealth Solutions, Inc.

Form 5500

STRATEGIC CUSTOM WEALTH SOLUTIONS, INC.

41-750 Rancho Las Palmas Dr. STE N-3, Rancho Mirage, Ca 92270 (760) 668-0027 EIN:81-0617546 Plan Admin:Dana L. Crosby

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSTRATEGIC CUSTOM WEALTH SOLUTIONS, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY1 / 1 Assets BOY/EOY$0 / $0	2022	STRATEGIC CUSTOM WEALTH SOLUTIONS, INC. PROFIT SHARING PLAN - Plan #002	1 / 1	$0 / $0
2021	Plan NameSTRATEGIC CUSTOM WEALTH SOLUTIONS, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY1 / 1 Assets BOY/EOY$0 / $0	2021	STRATEGIC CUSTOM WEALTH SOLUTIONS, INC. PROFIT SHARING PLAN - Plan #002	1 / 1	$0 / $0

Benefit & Retirement Plans based on Form 5500.

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Address Match:41-750 Rancho Las Palmas Dr Rancho Mirage, CA

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor