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Building 2CTA WEALTH ADVISORS, INC.

Map pinBURBANK, CA
Phone818-841-1746
NotebookSEC #801-118848
Total AUM
$175.2M
Employees
4
Clients
104

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
290 EAST VERDUGO AVENUE
SUITE 205
BURBANK
CA 91502
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
818-841-1746
Other Offices
1

ReceiptFinancials

Total AUM
$175.2M
Accounts
184
Discretionary
$9.9M
Accounts
13
Non-Discretionary
$165.3M
Accounts
171

ContactClients

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Individual Clients
61
AUM
$27.4M
HNW Individual Clients
42
AUM
$146.4M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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