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Building 2MRC WEALTH MANAGEMENT, LLC

Map pinPASADENA, CA
Phone626-344-4143
NotebookSEC #801-118962
Total AUM
$2.1M
Employees
3
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 N LAKE AVENUE
12TH FLOOR
PASADENA
CA 91101
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
626-344-4143

ReceiptFinancials

Total AUM
$2.1M
Accounts
3
Discretionary
$2.1M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFL

HandshakeAffiliates

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

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