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Building 2CLEVERALPHA

Map pinHAWTHORNE, CA
Phone310-293-7837
NotebookSEC #801-117634
Total AUM
$28.3M
Employees
4
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5155 WEST ROSECRANS AVENUE
SUITE 320A
HAWTHORNE
CA 90250
United States
Operating Hours
6:30AM-2:30PM
Monday - Friday
Phone
310-293-7837

ReceiptFinancials

Total AUM
$28.3M
Accounts
74
Discretionary
$28.3M
Accounts
74
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$2.7M
HNW Individual Clients
11
AUM
$25.6M
Banking Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges 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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