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Building 2ROOD FINANCIAL, LLC

Map pinWOODLAND HILLS, CA
Phone(818) 325-3903
NotebookSEC #801-112379
Total AUM
$34.4M
Employees
2
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21550 OXNARD ST.
SUITE 200
WOODLAND HILLS
CA 91367
United States
Operating Hours
8-5PM
Monday - Friday
Phone
(818) 325-3903

ReceiptFinancials

Total AUM
$34.4M
Accounts
98
Discretionary
$0
Accounts
0
Non-Discretionary
$34.4M
Accounts
98

ContactClients

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Individual Clients
16
AUM
$15.2M
HNW Individual Clients
16
AUM
$11M
Pension/Profit Sharing Plan Clients
5
AUM
$8.1M
Charitable Organization Clients
1
AUM
$147.7K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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