Efren Bolisay
Sitrin Capital Management · Century City, California
Efren Bolisay is a fee-only financial advisor at Sitrin Capital Management in Century City, California. Sitrin Capital Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Efren →
Facts
| Firm | Sitrin Capital Management |
|---|---|
| Based in | Century City, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $351.1M across 626 accounts |
| SEC registration | Investment adviser representative in CA · CRD 3080389 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.sitrincapital.com |
How Efren's firm compares
- Sitrin Capital Management's average account is about $561,000, from its Form ADV (assets managed divided by 626 accounts).
Request an introduction to Efren
Tell Efren a little about what you're looking for. Efren isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Efren
Is Efren Bolisay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Efren holds no broker registration, and Sitrin Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Efren charge for financial advice?
Efren's firm, Sitrin Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Efren Bolisay based?
Efren Bolisay is based in Century City, California.
Is Efren Bolisay registered with the SEC?
Yes. Efren Bolisay is registered as an investment adviser representative in CA (CRD 3080389), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sitrin Capital Management manage?
Sitrin Capital Management reports $351.1M across 626 accounts in assets under management.
How do I contact Efren Bolisay?
Through Efren's website, www.sitrincapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Century City
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.