1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DRH INVESTMENTS, INC.

Map pinTHOUSAND OAKS, CA
Phone(310) 826-1740
NotebookSEC #801-114702
Total AUM
$191M
Employees
4
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
141 DUESENBERG DRIVE
SUITE 15A
THOUSAND OAKS
CA 91362
United States
Operating Hours
6:30 AM TO 5:00 PM
Monday - Friday
Phone
(310) 826-1740

ReceiptFinancials

Total AUM
$191M
Accounts
332
Discretionary
$191M
Accounts
332
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
12
AUM
$743K
HNW Individual Clients
82
AUM
$173.7M
Pension/Profit Sharing Plan Clients
7
AUM
$11.6M
Charitable Organization Clients
1
AUM
$253.4K
Investment Advisor Clients
1
AUM
$4.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account