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Building 2NISSIM & GAVIDIA WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC

Map pinWALNUT CREEK, CA
Phone925-215-7771
NotebookSEC #801-110460
Total AUM
$48.1M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1299 NEWELL HILL PLACE, SUITE 303
WALNUT CREEK
CA 94596
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
925-215-7771

ReceiptFinancials

Total AUM
$48.1M
Accounts
157
Discretionary
$48.1M
Accounts
157
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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

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