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Building 2DIMENSIONS WEALTH MANAGEMENT, LLC

Map pinROSEVILLE, CA
Phone(916) 330 - 4108
NotebookSEC #801-114222
Total AUM
$51.1M
Employees
2
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
915 HIGHLAND POINT DRIVE, STE. 250
ROSEVILLE
CA 95678
United States
Operating Hours
7AM - 2PM
Monday - Friday
Phone
(916) 330 - 4108

ReceiptFinancials

Total AUM
$51.1M
Accounts
180
Discretionary
$38M
Accounts
106
Non-Discretionary
$13.1M
Accounts
74

ContactClients

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Individual Clients
26
AUM
$13.6M
HNW Individual Clients
24
AUM
$37.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges 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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