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Building 2DB WEALTH MANAGEMENT GROUP, LLC

Map pinSAN DIEGO, CA
Phone619.497.0404
NotebookSEC #801-110019
Total AUM
$213.4M
Employees
5
Clients
283

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1455 FRAZEE ROAD
SUITE 950
SAN DIEGO
CA 92108-4340
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
619.497.0404

ReceiptFinancials

Total AUM
$213.4M
Accounts
283
Discretionary
$213.4M
Accounts
283
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
212
AUM
$115.2M
HNW Individual Clients
71
AUM
$98.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMOTX

HandshakeAffiliates

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

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