Georgina Asset Management
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Georgina Asset Management in Santa Monica, CA, is an independent financial firm specializing in asset management consulting for businesses and individuals. Their services include personalized investment planning, policy development, and plan management for various entities such as wealthy individuals, partnerships, trusts, foundations, and companies.
The company operates on a referral-only basis, taking on new clients exclusively through recommendations. With a focus on tailored financial solutions, Georgina Asset Management is dedicated to providing expert guidance in wealth management and investment strategies.
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