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Building 2SB WEALTH

Map pinSAN CLEMENTE, CA
Phone949-766-5026
NotebookSEC #801-113278
Total AUM
$221M
Employees
4
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
109 E ESCALONES
SAN CLEMENTE
CA 92672
United States
Operating Hours
8:00AM TO 4:00PM
Monday - Friday
Phone
949-766-5026

ReceiptFinancials

Total AUM
$221M
Accounts
476
Discretionary
$221M
Accounts
476
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
127
AUM
$31M
HNW Individual Clients
54
AUM
$190.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLTX

HandshakeAffiliates

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

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