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Building 2PATHWISE

Map pinWALNUT CREEK, CA
Phone925-939-5607
NotebookSEC #801-121506
Total AUM
$255M
Employees
4
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1211 NEWELL AVE
SUITE 130
WALNUT CREEK
CA 94596
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
925-939-5607
Other Offices
1

ReceiptFinancials

Total AUM
$255M
Accounts
505
Discretionary
$253.3M
Accounts
504
Non-Discretionary
$1.8M
Accounts
1

ContactClients

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Individual Clients
64
AUM
$76M
HNW Individual Clients
77
AUM
$177.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed 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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