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Building 2WARREN STREET WEALTH ADVISORS, LLC

Map pinIRVINE, CA
Phone714-876-6200
NotebookSEC #801-117597
Total AUM
$656.1M
Employees
10
Clients
461

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 SPECTRUM CENTER DRIVE
SUITE 300
IRVINE
CA 92618
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
714-876-6200
Other Offices
3

ReceiptFinancials

Total AUM
$656.1M
Accounts
1,272
Discretionary
$647.2M
Accounts
1,207
Non-Discretionary
$8.9M
Accounts
65

ContactClients

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Individual Clients
283
AUM
$207.3M
HNW Individual Clients
166
AUM
$343M
Investment Company Clients
1
AUM
$43.2M
Pension/Profit Sharing Plan Clients
10
AUM
$59.6M
Charitable Organization Clients
1
AUM
$2.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ETF PROFITS AFTER EXPENSES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANENVNYTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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