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Building 2GRECU CAPITAL MANAGEMENT, INC.

Map pinROSEVILLE, CA
Phone888-504-7328
NotebookSEC #801-112717
Total AUM
$191.6M
Employees
1
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
970 RESERVE DRIVE
SUITE 100
ROSEVILLE
CA 95678
United States
Operating Hours
8:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
888-504-7328

ReceiptFinancials

Total AUM
$191.6M
Accounts
343
Discretionary
$173.6M
Accounts
337
Non-Discretionary
$17.9M
Accounts
6

ContactClients

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Individual Clients
39
AUM
$16.9M
HNW Individual Clients
46
AUM
$154.8M
Pension/Profit Sharing Plan Clients
6
AUM
$17.9M
Charitable Organization Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING RETAINER FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTX

HandshakeAffiliates

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

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