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Building 2PRACTICECFO INVESTMENTS

Map pinSAN DIEGO, CA
Phone800-675-2712
NotebookSEC #801-120024
Total AUM
$401.6M
Employees
32
Clients
421

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13400 SABRE SPRINGS PARKWAY
SUITE 255
SAN DIEGO
CA 92128
United States
Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Phone
800-675-2712

ReceiptFinancials

Total AUM
$401.6M
Accounts
1,078
Discretionary
$401.6M
Accounts
1,078
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
85
AUM
$13.3M
HNW Individual Clients
126
AUM
$156.1M
Pension/Profit Sharing Plan Clients
209
AUM
$223.3M
Charitable Organization Clients
1
AUM
$8.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCANCNVNYORPATXUTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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