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Building 2ASL FINANCIAL, LLC

Map pinLOS GATOS, CA
Phone408.283.7256
NotebookSEC #801-121203
Total AUM
$186.7M
Employees
1
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
987 UNIVERSITY AVENUE
SUITE 8
LOS GATOS
CA 95032
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
408.283.7256

ReceiptFinancials

Total AUM
$186.7M
Accounts
190
Discretionary
$178.9M
Accounts
187
Non-Discretionary
$7.8M
Accounts
3

ContactClients

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Individual Clients
66
AUM
$30.9M
HNW Individual Clients
110
AUM
$125M
Pension/Profit Sharing Plan Clients
14
AUM
$30.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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