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Building 2XO CAPITAL LLC

Map pin
Phone310-507-7957
NotebookSEC #801-122473
Total AUM
$184.4M
Employees
4
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM - 4 PM
BY APPOINTMENT ONLY
Phone
310-507-7957
Other Offices
1

ReceiptFinancials

Total AUM
$184.4M
Accounts
225
Discretionary
$47.9M
Accounts
17
Non-Discretionary
$136.4M
Accounts
208

ContactClients

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HNW Individual Clients
18
AUM
$146.2M
Charitable Organization Clients
1
AUM
$2.6M
Corporation or Business Clients
4
AUM
$35.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONY

HandshakeAffiliates

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

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