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Building 2NB WEALTH MANAGEMENT LLC

Map pinSAN FRANCISCO, CA
Phone415-417-5288
NotebookSEC #801-107880
Total AUM
$162.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 CALIFORNIA STREET, SUITE 2450
C/O US CORE HOLDINGS LLC
SAN FRANCISCO
CA 94111
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Phone
415-417-5288

ReceiptFinancials

Total AUM
$162.6M
Accounts
2
Discretionary
$0
Accounts
0
Non-Discretionary
$162.6M
Accounts
2

ContactClients

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional 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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