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Building 2NWM ADVISORS, LLC

Map pinSAN LUIS OBISPO, CA
Phone805-781-2773
NotebookSEC #801-107866
Total AUM
$329.1M
Employees
2
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
735 TANK FARM ROAD
SUITE 250
SAN LUIS OBISPO
CA 93401
United States
Operating Hours
MONDAY - THURSDAY 9AM - 5PM,FRIDAY 9AM-1PM
Monday - Friday
Phone
805-781-2773

ReceiptFinancials

Total AUM
$329.1M
Accounts
501
Discretionary
$317.2M
Accounts
499
Non-Discretionary
$11.9M
Accounts
2

ContactClients

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Individual Clients
47
AUM
$7.4M
HNW Individual Clients
124
AUM
$278.3M
Pension/Profit Sharing Plan Clients
20
AUM
$37.2M
Charitable Organization Clients
1
AUM
$2.9M
Corporation or Business Clients
1
AUM
$3.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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