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Building 2CDB ADVISORY & CONSULTING

Map pin
Phone760-522-2693
NotebookSEC #801-121393
Total AUM
$26.6M
Employees
1
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
760-522-2693

ReceiptFinancials

Total AUM
$26.6M
Accounts
20
Discretionary
$26.6M
Accounts
20
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3
AUM
$1.3M
HNW Individual Clients
4
AUM
$25.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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