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Building 2TOGWOTEE CIO

Map pin
Phone323-717-5403
NotebookSEC #801-120052
Total AUM
$191.4M
Employees
1
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7 AM - 4 PM
Monday - Friday
Phone
323-717-5403

ReceiptFinancials

Total AUM
$191.4M
Accounts
25
Discretionary
$191.4M
Accounts
25
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$283.6K
HNW Individual Clients
1
AUM
$6.9M
Corporation or Business Clients
13
AUM
$184.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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