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Building 2THE CHARTIST

Map pinLONG BEACH, CA
Phone562-596-2385
NotebookSEC #801-11714
Total AUM
$169.7M
Employees
2
Clients
426

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6621 E. PACIFIC COAST HWY. #240
LONG BEACH
CA 90803
United States
Operating Hours
8:00AM TO 3:00PM
Monday - Friday
Phone
562-596-2385

ReceiptFinancials

Total AUM
$169.7M
Accounts
426
Discretionary
$169.7M
Accounts
426
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
426
AUM
$169.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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