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Building 2KWB WEALTH

Map pinREDLANDS, CA
Phone909-307-8220
NotebookSEC #801-118740
Total AUM
$1.2B
Employees
10
Clients
1,971

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1782 ORANGE TREE LANE
REDLANDS
CA 92374
United States
Operating Hours
MONDAY - THURSDAY 8AM - 5PM; FRIDAY 7AM - 3PM
Monday - Friday
Phone
909-307-8220
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
3,280
Discretionary
$1.2B
Accounts
3,280
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,055
AUM
$210.6M
HNW Individual Clients
880
AUM
$987.7M
Pension/Profit Sharing Plan Clients
18
AUM
$19.6M
Charitable Organization Clients
3
AUM
$2.7M
Corporation or Business Clients
15
AUM
$14M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAHIIDMOMTNCNMNVNYORPATXUTWA

HandshakeAffiliates

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

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