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Building 2K2 FINANCIAL INC.

Map pinGLENDORA, CA
Phone626-553-6113
NotebookSEC #801-120939
Total AUM
$191.6M
Employees
10
Clients
395

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
233 SOUTH GLENDORA AVENUE
GLENDORA
CA 91741
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
626-553-6113
Other Offices
2

ReceiptFinancials

Total AUM
$191.6M
Accounts
1,267
Discretionary
$114.5M
Accounts
618
Non-Discretionary
$77.1M
Accounts
649

ContactClients

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Individual Clients
360
AUM
$124.1M
HNW Individual Clients
33
AUM
$67.3M
Charitable Organization Clients
1
AUM
$267.8K
Corporation or Business Clients
1
AUM
$9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHINENVTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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