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6700 Fallbrook Ave., West Hills, CA 91307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avneet Kaur Solo Prop | Van Nuys | CA | 07/2016 | Present |
| Napa Real Estate | West Hills | CA | 08/2017 | Present |
| Napa Finance Group | West Hills | CA | 01/2011 | Present |
| Global Investment Capital Llc | Canoga Park | CA | 08/2021 | Present |
| Corecap Advisors, Llc | Southfield | MI | 04/2022 | 11/2022 |
| Fractional Family Office | West Hills | CA | 12/2025 | Present |
*Napa Real Estate; Real Estate sales; Fixed Life Insurance & Fixed Annuities Sales; approx. 20 hours per month; approx. 10 hours per month during trading hours *Avneet Kaur Solo Prop; Life Insurance Sales; approx. 20 hours per month; approx. 10 hours per month during trading hours *Fractional Family Office; Is the advisory affiliate principal control person: Yes; Is the business investment related: Yes; Location of the business: 6700 Fallbrook #100b west hills California 91367 United States; Position Title: CEO/ Founder; Start date with business: 2025-11-27; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 50; Website address for the organization: www.fractional-familyoffice.com;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-29 |
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