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Building 2INVESTMENT MANAGEMENT CONSULTANTS

Map pinLAS VEGAS, NV
Phone702-869-0330
NotebookSEC #801-122373
Total AUM
$440.3M
Employees
2
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7390 W. SAHARA AVENUE
SUITE 290
LAS VEGAS
NV 89117
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
702-869-0330

ReceiptFinancials

Total AUM
$440.3M
Accounts
437
Discretionary
$141.6M
Accounts
432
Non-Discretionary
$298.6M
Accounts
5

ContactClients

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Individual Clients
147
AUM
$38.5M
HNW Individual Clients
33
AUM
$103.1M
Pension/Profit Sharing Plan Clients
1
AUM
$2.9M
Other Clients
4
AUM
$295.7M
Description of Other Clients
401(K)/403(B)

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
401(K)/403(B)
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NV

HandshakeAffiliates

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

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