1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FC360 WEALTH MANAGEMENT, INC.

Map pinROSEVILLE, CA
Phone916-379-7980
NotebookSEC #801-121040
Total AUM
$158.2M
Employees
1
Clients
379

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1508 EUREKA ROAD
SUITE 145
ROSEVILLE
CA 95661
United States
Operating Hours
9:00AM - 4:00PM PST
Monday - Friday
Phone
916-379-7980

ReceiptFinancials

Total AUM
$158.2M
Accounts
762
Discretionary
$158.2M
Accounts
762
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
272
AUM
$37M
HNW Individual Clients
107
AUM
$121.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account