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Building 2MFA WEALTH SERVICES

Map pinTHOUSAND OAKS, CA
Phone833-496-5474
NotebookSEC #801-108548
Total AUM
$293.1M
Employees
3
Clients
224

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 E. THOUSAND OAKS BLVD.
#258
THOUSAND OAKS
CA 91360
United States
Operating Hours
8:30 A.M TO 5:00 P.M. (FRI TILL 1:00)
Monday - Friday
Phone
833-496-5474
Other Offices
1

ReceiptFinancials

Total AUM
$293.1M
Accounts
706
Discretionary
$292.4M
Accounts
603
Non-Discretionary
$642.7K
Accounts
103

ContactClients

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Individual Clients
215
AUM
$238.5M
HNW Individual Clients
9
AUM
$54.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDINNJNMNVOKORPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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