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Building 2XOOMFI ADVISORS

Map pinSAN JOSE, CA
Phone650-870-1343
NotebookSEC #801-121438
Total AUM
$300
Employees
0
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
84 W SANTA CLARA ST
SUITE 700
SAN JOSE
CA 95113
United States
Operating Hours
9:00 AM TO 5:00 PM PACIFIC
7 DAYS A WEEK X 24 HOURS A DAY
Phone
650-870-1343

ReceiptFinancials

Total AUM
$300
Accounts
3
Discretionary
$300
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3
AUM
$300

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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