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Building 2BLUE SUMMIT WEALTH MANAGEMENT

Map pinSAN DIEGO, CA
Phone619-698-4330
NotebookSEC #801-117302
Total AUM
$211.4M
Employees
3
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4660 LA JOLLA VILLAGE DRIVE
SUITES 100 & 200
SAN DIEGO
CA 92122
United States
Operating Hours
9:00 AM TO 6:00 PM
Monday - Friday
Phone
619-698-4330

ReceiptFinancials

Total AUM
$211.4M
Accounts
630
Discretionary
$211.4M
Accounts
630
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
130
AUM
$46.6M
HNW Individual Clients
98
AUM
$164.6M
Charitable Organization Clients
2
AUM
$173.5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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