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Building 2RINA WEALTH MANAGEMENT SERVICES LLC

Map pinWALNUT CREEK, CA
Phone925-210-2180
NotebookSEC #801-121226
Total AUM
$205.9M
Employees
3
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 NORTH CIVIC DR.
SUITE 220
WALNUT CREEK
CA 94596
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
925-210-2180
Other Offices
1

ReceiptFinancials

Total AUM
$205.9M
Accounts
452
Discretionary
$132.4M
Accounts
413
Non-Discretionary
$73.6M
Accounts
39

ContactClients

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Individual Clients
91
AUM
$29.4M
HNW Individual Clients
42
AUM
$125.3M
Pension/Profit Sharing Plan Clients
1
AUM
$46M
Charitable Organization Clients
1
AUM
$202.9K
Corporation or Business Clients
1
AUM
$5M

Briefcase businessServices

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Services Offered
Financial Planning
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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