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Building 2STAINES FINANCIAL, LLC

Map pinROSEVILLE, CA
Phone916-663-6723
NotebookSEC #801-114428
Total AUM
$168.7M
Employees
9
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1420 ROCKY RIDGE DRIVE
SUITE 250
ROSEVILLE
CA 95661
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
916-663-6723
Other Offices
3

ReceiptFinancials

Total AUM
$168.7M
Accounts
2
Discretionary
$168.7M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$168.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionOther ServicesPooled Vehicle Portfolio Management
Other Services
REVIEW OF OTHER ADVISERS INVESTMENT PROGRAMS
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
INTRODUCING PROGRAM FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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