Marosek, Yuka
Firm details
- Headquarters
- San Clemente, California
- CRD number
- 333832
- Fee structure
- Fixed Fees
Firm profile
FINTRXOverview
Marosek, Yuka is listed in FINTRX as an independent registered investment adviser organized as a sole proprietorship and owned by Marosek, Yuka. The profile indicates a fixed‑fee pricing model; the firm is not recorded as a capital allocator and is not identified as an active ESG investor. FINTRX also notes that the adviser is not classified as a multi‑state adviser and is not flagged as newly formed. The record provides very limited disclosure about the firm’s client focus, investment approach, or day‑to‑day advisory activities — those fields are blank in the available profile and the SEC registration year is not recorded. That lack of detail suggests either a very small or highly private practice, or simply an incomplete public profile.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Yuka Marosek
Founder & CEOCRD 4574694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Clemente, CA
Orange
Location
San Clemente, CA
Headquartered in San Clemente, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 906 Calle Venezia
- Time zone
- PT (UTC-8)
- Office locations
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