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Building 27 STREETS FINANCIAL, LLC

Map pinSAN DIEGO, CA
Phone619-798-3372
NotebookSEC #801-117850
Total AUM
$88.4M
Employees
5
Clients
270

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8372 UNIVERSITY AVE
SAN DIEGO
CA 91942
United States
Operating Hours
9AM-4PM
Monday - Friday
Phone
619-798-3372
Other Offices
2

ReceiptFinancials

Total AUM
$88.4M
Accounts
270
Discretionary
$88.4M
Accounts
270
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
240
AUM
$63.4M
HNW Individual Clients
30
AUM
$25M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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

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