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Chief Compliance Officer · California Financial Advisors

Alicia Minyen

CRD 8217075 · Named on Form ADV at 2 SEC-registered advisers

At a glance

California Financial Advisors, an SEC-registered wealth manager based in SAN Ramon, CA with $2.3 billion in regulatory assets, lists Alicia Minyen on its Form ADV as Chief Compliance Officer. The SEC filings also name Alicia at 1 other registered adviser.

Firms and roles

AtlasMembers

Alicia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Alicia on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alicia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.