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Building 2WEALTH MANAGER GROUP

Map pinSAN DIEGO, CA
Phone(619) 574-7526
NotebookSEC #801-114521
Total AUM
$580K
Employees
2
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3131 CAMINO DEL RIO NORTH
SUITE 1650
SAN DIEGO
CA 92108
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
(619) 574-7526

ReceiptFinancials

Total AUM
$580K
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$580K
Accounts
1

ContactClients

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HNW Individual Clients
1
AUM
$580K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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