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Building 2CAPITAL CS GROUP, LLC

Map pinIRVINE, CA
Phone844-390-2797
NotebookSEC #801-117085
Total AUM
$76.2M
Employees
3
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15375 BARRANCA PARKWAY
SUITE G-110
IRVINE
CA 92618
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
844-390-2797

ReceiptFinancials

Total AUM
$76.2M
Accounts
191
Discretionary
$76.2M
Accounts
191
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
53
AUM
$19.5M
HNW Individual Clients
20
AUM
$42.9M
Corporation or Business Clients
1
AUM
$13.8M

Briefcase businessServices

View ADV Part 2 brochures →

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
CTFLGASC

HandshakeAffiliates

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

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