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Building 2DEFINE FINANCIAL, LLC

Map pinSAN DIEGO, CA
Phone(858) 345-1197
NotebookSEC #801-122024
Total AUM
$314.6M
Employees
7
Clients
120

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12526 HIGH BLUFF DRIVE
SUITE 270
SAN DIEGO
CA 92130
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(858) 345-1197

ReceiptFinancials

Total AUM
$314.6M
Accounts
588
Discretionary
$314.6M
Accounts
588
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$11.3M
HNW Individual Clients
86
AUM
$263.5M
Charitable Organization Clients
1
AUM
$39.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATX

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

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