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Building 2SHONE WEALTH MANAGEMENT

Map pinWALNUT CREEK, CA
Phone925-472-0874
NotebookSEC #801-101521
Total AUM
$356.4M
Employees
5
Clients
349

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1676 N. CALIFORNIA BOULEVARD
STE 410
WALNUT CREEK
CA 94596
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
925-472-0874
Other Offices
1

ReceiptFinancials

Total AUM
$356.4M
Accounts
344
Discretionary
$346.9M
Accounts
337
Non-Discretionary
$9.5M
Accounts
7

ContactClients

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Individual Clients
142
AUM
$309.3M
HNW Individual Clients
200
AUM
$37.5M
Pension/Profit Sharing Plan Clients
7
AUM
$9.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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