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Building 2IBAA

Map pinSAN BERNARDINO, CA
Phone7146876870
NotebookSEC #801-107430
Total AUM
$50K
Employees
3
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 N G STREET
SUITE 200
SAN BERNARDINO
CA 92410
United States
Operating Hours
11AM TO 5PM
Monday - Friday
Phone
7146876870

ReceiptFinancials

Total AUM
$50K
Accounts
12
Discretionary
$50K
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$50K
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges 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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