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Building 2BEYOND FINANCIAL SERVICES

Map pinFREMONT, CA
Phone5107929395
NotebookSEC #801-108878
Total AUM
$176.7M
Employees
4
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
39560 STEVENSON PLACE
SUITE 111
FREMONT
CA 94539
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
5107929395
Other Offices
1

ReceiptFinancials

Total AUM
$176.7M
Accounts
335
Discretionary
$0
Accounts
0
Non-Discretionary
$176.7M
Accounts
335

ContactClients

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Individual Clients
57
AUM
$30.6M
HNW Individual Clients
58
AUM
$142.3M
Pension/Profit Sharing Plan Clients
1
AUM
$495.1K
Charitable Organization Clients
1
AUM
$3.2M

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
CATX

HandshakeAffiliates

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

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