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Building 2CLG LLC

Map pinLONG BEACH, CA
Phone(310) 329-5150
NotebookSEC #801-108414
Total AUM
$1.1B
Employees
35
Clients
1,450

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4821 E 2ND STREET
LONG BEACH
CA 90803
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(310) 329-5150
Other Offices
4

ReceiptFinancials

Total AUM
$1.1B
Accounts
2,771
Discretionary
$1.1B
Accounts
2,728
Non-Discretionary
$19.9M
Accounts
43

ContactClients

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Individual Clients
745
AUM
$260.8M
HNW Individual Clients
689
AUM
$840.4M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M
Charitable Organization Clients
1
AUM
$2.3M
Corporation or Business Clients
14
AUM
$17.8M

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 Other FeeCharges Percentage AUM
Other Compensation
RECURRING FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDILLAMIMONCNENHNMNVNYOKORSCTNTXUTVAWA

HandshakeAffiliates

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

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