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Building 2ATS WEALTH MANAGEMENT

Map pinSAN DIEGO, CA
Phone858-643-5757
NotebookSEC #801-119682
Total AUM
$383.6M
Employees
6
Clients
471

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5435 OBERLIN DR.
SUITE 200
SAN DIEGO
CA 92121
United States
Operating Hours
8:00 AM - 5:30 PM
Monday - Friday
Phone
858-643-5757

ReceiptFinancials

Total AUM
$383.6M
Accounts
1,229
Discretionary
$383.6M
Accounts
1,229
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
233
AUM
$344M
HNW Individual Clients
238
AUM
$39.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CALATX

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

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