
P&H Asset Management, Inc
7545 Irvine Center Drive Suite 200
Irvine, CA 92618
7545 Irvine Center Drive Suite 200
Irvine, CA 92618
Office: | (949) 261-7900 |
Fax: | (949) 567-5854 |



Five Star Wealth Manager Disclosure
Please note that individuals who are selected as FIVE-STAR Wealth Managers do not pay a
fee to be included in the research or the final list of wealth managers, however, there is a fee
associated with the use of the FIVE-STAR logo and other marketing materials.
Wealth Managers who are included on the FIVE-STAR Wealth Manager list must meet the
following criteria:
- Must have at least five years of experience in the financial services industry
- Must certify that their license(s) have never been suspended or revoked by a regulating
authority (e.g. FINRA or other regulatory agency). - Must certify that they have not had more than three customer complaints filed against
them with a regulating authority where at least one complaint resulted in a settlement
payment by them. - Additional information regarding award criteria and the methodology used to
include specific professionals on the FIVE-STAR Wealth Manager list can be found at
www.fivestarprofessional.com/wmresearch.
