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Building 2LFS WEALTH ADVISORS

Map pinSAN RAMON, CA
Phone925-800-7470
NotebookSEC #801-113091
Total AUM
$210.4M
Employees
7
Clients
463

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3223 CROW CANYON RD
SUITE 245
SAN RAMON
CA 94583
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
925-800-7470
Other Offices
1

ReceiptFinancials

Total AUM
$210.4M
Accounts
463
Discretionary
$210.4M
Accounts
463
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
403
AUM
$102M
HNW Individual Clients
51
AUM
$105.1M
Pension/Profit Sharing Plan Clients
9
AUM
$3.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges 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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