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Building 2ESSENTIAL PARTNERS LLC

Map pinPACIFIC PALISADES, CA
Phone213-878-0074
NotebookSEC #801-122101
Total AUM
$4.3M
Employees
1
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15332 ANTIOCH STREET, #330
PACIFIC PALISADES
CA 90272
United States
Operating Hours
APPOINTMENT ONLY
APPOINTMENT ONLY
Phone
213-878-0074

ReceiptFinancials

Total AUM
$4.3M
Accounts
16
Discretionary
$4.3M
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
4
AUM
$3.6M
Corporation or Business Clients
3
AUM
$700K

Briefcase businessServices

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

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