Irene Pe-Briones is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Glendale, CA, with 34 years of industry experience. Irene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
800 N Brand Blvd, Glendale, CA, 91203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Irene is a co-trustee of a family trust that owns rental property since 2003. She spends minimal time on paperwork and clerical duties related to managing the rental properties.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
State Registrations1 state
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