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- Custodian
- Charles Schwab & Company · Northern Trust · US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-02-2018
- Office Locations
- 1
Office Locations
About Refresh Investments
Refresh Investments is a fee-only, fiduciary wealth management firm based in Santa Monica serving women and families across Southern California and the U.S. The firm provides integrated portfolio management and financial planning, including family office-style guidance through major life transitions such as inheritance, divorce, widowhood, sudden wealth, and retirement. Boutique service backed by 25+ years of experience and CFA/CPA credentials.
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Owner & Executives
PAMELA YI NEI CHEN
Chief Compliance Officer, Chief Investment Officer, FOUNDER
- CRD
- #2909140
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,549,556 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,549,556 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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