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Building 2CAPITAL CS GROUP, LLC

Map pinIRVINE, CA
Phone949-447-5405
NotebookSEC #801-120526
Total AUM
$227.3M
Employees
3
Clients
329

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15375 BARRANCA PARKWAY
SUITE G-110
IRVINE
CA 92618
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
949-447-5405
Other Offices
3

ReceiptFinancials

Total AUM
$227.3M
Accounts
593
Discretionary
$214.8M
Accounts
572
Non-Discretionary
$12.5M
Accounts
21

ContactClients

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Individual Clients
104
AUM
$42.5M
HNW Individual Clients
21
AUM
$39.4M
Pension/Profit Sharing Plan Clients
1
AUM
$740.4K
Corporation or Business Clients
203
AUM
$144.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO MONITORING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGALANJTX

HandshakeAffiliates

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

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