RIA Intel›Advisers›California›SURETY INVESTMENT SERVICES, INC.

SURETY INVESTMENT SERVICES, INC.

Advisory

LOS ANGELES, CA

Data as of Jan 6, 2026 · Source: SEC Form ADV

Rank in CA

#3,227

of 5,480 advisers by AUM

Average account

$421K

across 149 accounts

AUM per adviser

$63M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients114

Team

Total Employees4

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndOctober

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

114 clients

61 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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