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Building 2MCM WEALTH

Map pinNOVATO, CA
Phone844-626-4949
NotebookSEC #801-122613
Total AUM
$170.8M
Employees
7
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7250 REDWOOD BLVD
SUITE 300
NOVATO
CA 94945
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
844-626-4949
Other Offices
6

ReceiptFinancials

Total AUM
$170.8M
Accounts
392
Discretionary
$109.4M
Accounts
315
Non-Discretionary
$61.4M
Accounts
77

ContactClients

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Individual Clients
14
AUM
$4.2M
HNW Individual Clients
69
AUM
$163.6M
Corporation or Business Clients
2
AUM
$3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOLANJWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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