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Building 2WEALTHTECH PARTNERS

Map pinPASADENA, CA
Phone866-528-3660
NotebookSEC #801-121702
Total AUM
$0
Employees
11
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
70 SOUTH LAKE AVE
SUITE 820
PASADENA
CA 91101
United States
Operating Hours
MON-THU 9AM-5PM; FRI 9AM-1PM
Monday - Friday
Phone
866-528-3660
Other Offices
3

ReceiptFinancials

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

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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