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Building 2MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC

Map pinCAMPBELL, CA
Phone408-377-7414
NotebookSEC #801-113885
Total AUM
$338.1M
Employees
4
Clients
222

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
901 CAMPISI WAY
SUITE 140
CAMPBELL
CA 95008
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
408-377-7414

ReceiptFinancials

Total AUM
$338.1M
Accounts
222
Discretionary
$338.1M
Accounts
222
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
109
AUM
$44.9M
HNW Individual Clients
111
AUM
$289.4M
Corporation or Business Clients
2
AUM
$3.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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