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Building 2RYLANDER RICHTER

Map pinEL SEGUNDO, CA
Phone(310) 573-4360
NotebookSEC #801-113601
Total AUM
$24M
Employees
2
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 NORTH SEPULVEDA BLVD,
SUITE 2000
EL SEGUNDO
CA 90245
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(310) 573-4360

ReceiptFinancials

Total AUM
$24M
Accounts
92
Discretionary
$0
Accounts
0
Non-Discretionary
$24M
Accounts
92

ContactClients

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Individual Clients
32
AUM
$6.3M
HNW Individual Clients
11
AUM
$16.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional 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 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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