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Building 2TOPEL & DISTASI WEALTH MANAGEMENT, LLC

Map pinBERKELEY, CA
Phone510-898-1270
NotebookSEC #801-108874
Total AUM
$61.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2907 CLAREMONT AVENUE, SUITE 111
BERKELEY
CA 94705
United States
Operating Hours
9-5PM
Monday - Friday
Phone
510-898-1270

ReceiptFinancials

Total AUM
$61.5M
Accounts
347
Discretionary
$60.5M
Accounts
345
Non-Discretionary
$950K
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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