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Building 2PASADENA PRIVATE WEALTH, LLC

Map pinPASADENA, CA
Phone626-993-9300
NotebookSEC #801-112999
Total AUM
$1.6B
Employees
19
Clients
525

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 NORTH LAKE AVENUE
SUITE 520
PASADENA
CA 91101
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
626-993-9300
Other Offices
4

ReceiptFinancials

Total AUM
$1.6B
Accounts
2,124
Discretionary
$951.3M
Accounts
1,180
Non-Discretionary
$669.4M
Accounts
944

ContactClients

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Individual Clients
177
AUM
$143.4M
HNW Individual Clients
255
AUM
$1B
Investment Company Clients
1
AUM
$2.7M
Pooled Vehicle Clients
6
AUM
$131.3M
Pension/Profit Sharing Plan Clients
60
AUM
$309.6M
Charitable Organization Clients
1
AUM
$391.6K
Corporation or Business Clients
25
AUM
$24.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGAHINENYOHTX

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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