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Building 2MEDIA WEALTH

Map pinWALNUT CREEK, CA
Phone650-252-0550
NotebookSEC #801-118648
Total AUM
$142.3M
Employees
3
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1646 N. CALIFORNIA BLVD.
SUITE 320
WALNUT CREEK
CA 94596
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
650-252-0550
Other Offices
2

ReceiptFinancials

Total AUM
$142.3M
Accounts
17
Discretionary
$142.3M
Accounts
17
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$8.6M
HNW Individual Clients
7
AUM
$133.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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