Bancor Financial Services Overview
- Type
-
Wealth Management Firm
- Founded
-
1987
- Professionals
-
1
Bancor Financial Services General Information
Description
Bancor Financial Services is a wealth management firm based in Pasadena, California. Established in 1987, the firm provides outsourced CFO work and accounting service such as financial planning, tax planning, retirement planning and investment management to small and medium size businesses. The assets of the firm are managed by the executive management team.
Contact Information
Website
www.championoneclub.com
Year Founded
1987
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Wealth Management Firm
Primary Contact
0000000 0000
Title
Chief Executive Officer & President
Email
0000@000000.000
Phone
+0 (000) 000 0000
Primary Office
- 260 South Los Robles Avenue
- Suite 325
- Pasadena, CA 91101
- United States
+1 (626) 000-0000
Bancor Financial Services Commitment Analytics
Commitments by Fund Type
Commitments by Region
Bancor Financial Services Investment Allocations
-
Target PE:Current PE:42.00 % Actual
-
Target Real Estate:Real Estate:42.00 % Actual
-
Target Equities:Current Equities:
-
Target Fixed Income:Fixed Income:
-
Target Cash:Current Cash:
Bancor Financial Services Team (1)
| Name | Title | Office |
|---|---|---|
| Douglas Huff | Chief Executive Officer & President | Pasadena, CA |