Check Capital Management, based in Costa Mesa, California, is ranked No. 12 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 52 on last year's CNBC FA 100 list.
Total AUM: $1.2B+
Years in Business:Â 34
Accounts Under Management:Â 1,380
Previous appearances on FA 100 List: 1 (No. 52 in 2019)
Principals:
Steven Check, President
Chris Ballard, Managing Director
Contact:
575 Anton Boulevard, Suite 500, Costa Mesa, CA 92626
(714) 641-3579