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TELLONE FINANCIAL SERVICES, INC.

EIN 33-0015861-investment management-Latest filing 2025
Plans
1
Retirement
1
$12.4M assets
Welfare
0
Participants
15
6200 E CANYON RIM ROAD, SUITE #201 - ANAHEIM HILLS, CA 928074315714-998-2290tellone.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$12.4M - 15 part

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Retirement#001

TELLONE FINANCIAL SERVICES, INC. PROFIT SHARING 401(K) PLAN

401k

Assets$12.4M
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TELLONE FINANCIAL SERVICES, INC. PROFIT SHARING 401(K) PLAN401k$12.4M152025
Retirement plans
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