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Building 2STRATEGIC INCOME ADVISORS

Map pinLA JOLLA, CA
Phone858-900-2113
NotebookSEC #801-116980
Total AUM
$27M
Employees
1
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3128 ALMAHURST ROW
LA JOLLA
CA 92037
United States
Operating Hours
6 A.M. TO 2 P.M.
Monday - Friday
Phone
858-900-2113
Other Offices
1

ReceiptFinancials

Total AUM
$27M
Accounts
2
Discretionary
$5.6M
Accounts
1
Non-Discretionary
$21.4M
Accounts
1

ContactClients

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Individual Clients
2
AUM
$27M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed 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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