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Building 2PROZAN FINANCIAL SERVICES

Map pinWALNUT CREEK, CA
Phone925-930-3994
NotebookSEC #801-120869
Total AUM
$147.8M
Employees
2
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1990 N CALIFORNIA BLVD
8TH FLOOR
WALNUT CREEK
CA 94596
United States
Operating Hours
9-5
Monday - Friday
Phone
925-930-3994

ReceiptFinancials

Total AUM
$147.8M
Accounts
243
Discretionary
$147.8M
Accounts
243
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
71
AUM
$18.1M
HNW Individual Clients
74
AUM
$129.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

HandshakeAffiliates

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

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