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Building 2BEAGLE INVEST

Map pin
Phone(650) 456-2982
NotebookSEC #801-122117
Total AUM
$26.4M
Employees
5
Clients
2,512

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
(650) 456-2982

ReceiptFinancials

Total AUM
$26.4M
Accounts
2,512
Discretionary
$26.4M
Accounts
2,512
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,512
AUM
$26.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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

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