Company info:Top Executive: Patrick J. Burns, Jr., J.D.
415 N. Camden Drive #223
Beverly Hills, CA 90210
RIA department info:Contact: Patrick J. Burns, Jr., J.D.
- Founded in 2004
Q&A:What is the service or product you offer to RIAs?
RIA registration, plain English Form ADVs, mock audits and ongoing compliance support.How do you differentiate your offering from competitors'?
We offer highly personalized compliance support to existing RIAs and work in conjunction with our affiliate, The Law Offices of Patrick J. Burns, Jr., P.C. (“PJB Law”). PJB Law is dedicated to helping wire house advisors safely transition to independence.
If you are the owner of this listing, you can edit the contents and billing information. First, we have to verify via email that you are the owner: