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Building 2MW INVESTMENT STRATEGY

Map pinEL DORADO HILLS, CA
Phone(916) 608-4284
NotebookSEC #801-112626
Total AUM
$42.8M
Employees
6
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4370 TOWN CENTER BLVD.
SUITE 220
EL DORADO HILLS
CA 95762
United States
Operating Hours
8:00 A.M. TO 3:00 P.M.
Monday - Friday
Phone
(916) 608-4284

ReceiptFinancials

Total AUM
$42.8M
Accounts
45
Discretionary
$42.8M
Accounts
45
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
28
AUM
$42.5M
Pension/Profit Sharing Plan Clients
1
AUM
$305.5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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