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Building 2APS INVESTMENT MANAGEMENT GROUP

Map pinJACKSON, CA
Phone(209) 223-0460
NotebookSEC #801-118386
Total AUM
$197.2M
Employees
2
Clients
557

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
240 NORTH MAIN STREET
JACKSON
CA 95642
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
(209) 223-0460
Other Offices
1

ReceiptFinancials

Total AUM
$197.2M
Accounts
810
Discretionary
$197.2M
Accounts
810
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
503
AUM
$84M
HNW Individual Clients
54
AUM
$113.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges 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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