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Building 2EIGER WEALTH MANAGEMENT, LLC

Map pinSAN DIEGO, CA
Phone858-769-0100
NotebookSEC #801-116820
Total AUM
$338.7M
Employees
6
Clients
120

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16855 WEST BERNARDO DRIVE
SUITE 310
SAN DIEGO
CA 92127
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
858-769-0100

ReceiptFinancials

Total AUM
$338.7M
Accounts
567
Discretionary
$329.1M
Accounts
557
Non-Discretionary
$9.7M
Accounts
10

ContactClients

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Individual Clients
40
AUM
$16.2M
HNW Individual Clients
78
AUM
$308.7M
Pension/Profit Sharing Plan Clients
1
AUM
$11.1M
Corporation or Business Clients
1
AUM
$2.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATXUT

HandshakeAffiliates

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

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