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Building 2PARIAX PRIVATE WEALTH MANAGEMENT

Map pinNEWPORT BEACH, CA
Phone(888) 727-4297
NotebookSEC #801-116755
Total AUM
$96.5M
Employees
2
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 NEWPORT CENTER DRIVE
SUITE 570
NEWPORT BEACH
CA 92660
United States
Operating Hours
8AM-4PM
Monday - Friday
Phone
(888) 727-4297

ReceiptFinancials

Total AUM
$96.5M
Accounts
90
Discretionary
$92M
Accounts
83
Non-Discretionary
$4.5M
Accounts
7

ContactClients

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Individual Clients
1
AUM
$800K
HNW Individual Clients
23
AUM
$91.7M
Pension/Profit Sharing Plan Clients
1
AUM
$4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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