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Building 2RETIREMENT WELLNESS GROUP

Map pinPASADENA, CA
Phone949-757-1799
NotebookSEC #801-113447
Total AUM
$526.6M
Employees
2
Clients
83

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
123 SOUTH MARENGO AVE.
SUITE 200
PASADENA
CA 91101
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
949-757-1799
Other Offices
1

ReceiptFinancials

Total AUM
$526.6M
Accounts
83
Discretionary
$203.7M
Accounts
47
Non-Discretionary
$322.9M
Accounts
36

ContactClients

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HNW Individual Clients
1
AUM
$667.8K
Pension/Profit Sharing Plan Clients
74
AUM
$474.5M
Charitable Organization Clients
6
AUM
$15.9M
Government Entity Clients
2
AUM
$35.5M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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