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Building 2YOUR OCIO, LLC

Map pinSANTA MONICA, CA
Phone310-471-0640
NotebookSEC #801-121148
Total AUM
$315.1M
Employees
1
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3019 WILSHIRE BOULEVARD
#202
SANTA MONICA
CA 90403
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
310-471-0640

ReceiptFinancials

Total AUM
$315.1M
Accounts
6
Discretionary
$0
Accounts
0
Non-Discretionary
$315.1M
Accounts
6

ContactClients

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Corporation or Business Clients
6
AUM
$315.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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