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Building 2BAMBOO WEALTH STRATEGIES

Map pinSAN DIEGO, CA
Phone(619) 289-9670
NotebookSEC #801-119805
Total AUM
$235.7M
Employees
8
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3131 CAMINO DEL RIO NORTH
SUITE 1000
SAN DIEGO
CA 92108
United States
Operating Hours
OFFICE VISITS BY APPOINTMENT ONLY
Monday - Friday
Phone
(619) 289-9670
Other Offices
2

ReceiptFinancials

Total AUM
$235.7M
Accounts
807
Discretionary
$235.7M
Accounts
807
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
145
AUM
$41.7M
HNW Individual Clients
84
AUM
$185.8M
Pension/Profit Sharing Plan Clients
1
AUM
$5.7M
Charitable Organization Clients
1
AUM
$2.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHPATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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