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Building 2WELLINGTON CAPITAL ADVISORS, LLC

Map pinSAN FRANCISCO, CA
Phone(415) 259-6186
NotebookSEC #801-107231
Total AUM
$16M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 MARKET STREET
SUITE 3600
SAN FRANCISCO
CA 94105
United States
Operating Hours
8AM - 5PM
BY APPOINTMENT
Phone
(415) 259-6186

ReceiptFinancials

Total AUM
$16M
Accounts
28
Discretionary
$16M
Accounts
28
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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