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Building 2WFA OF SAN DIEGO

Map pinSAN DIEGO, CA
Phone(619) 491-0225
NotebookSEC #801-118131
Total AUM
$206.9M
Employees
5
Clients
263

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2251 SAN DIEGO AVE
SUITE B-257
SAN DIEGO
CA 92110
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
(619) 491-0225
Other Offices
1

ReceiptFinancials

Total AUM
$206.9M
Accounts
457
Discretionary
$176.7M
Accounts
416
Non-Discretionary
$30.2M
Accounts
41

ContactClients

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Individual Clients
172
AUM
$37.2M
HNW Individual Clients
88
AUM
$165M
Pension/Profit Sharing Plan Clients
1
AUM
$662K
Charitable Organization Clients
2
AUM
$4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNNING FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILNCOHTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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