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Building 2ROUND

Map pinLOS ANGELES, CA
Phone(949) 235-1512
NotebookSEC #801-110631
Total AUM
$6.5M
Employees
3
Clients
732

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10850 WILSHIRE BLVD
STE. 1000
LOS ANGELES
CA 90024
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(949) 235-1512

ReceiptFinancials

Total AUM
$6.5M
Accounts
732
Discretionary
$6.5M
Accounts
732
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
732
AUM
$6.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLGAHIILLAMAMDMIMNMONCNJNVNYOHPATNTXUTVAWA

HandshakeAffiliates

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

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