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Building 2FAMILY FINANCIAL

Map pinMANHATTAN BEACH, CA
Phone(310) 598-8481
NotebookSEC #801-122728
Total AUM
$280.3M
Employees
4
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1601 N. SEPULVEDA BLVD
722
MANHATTAN BEACH
CA 90266
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(310) 598-8481
Other Offices
1

ReceiptFinancials

Total AUM
$280.3M
Accounts
464
Discretionary
$280.3M
Accounts
464
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$15.9M
HNW Individual Clients
52
AUM
$232.2M
Pension/Profit Sharing Plan Clients
14
AUM
$28.4M
Charitable Organization Clients
1
AUM
$3.6M
Corporation or Business Clients
6
AUM
$291.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CASC

HandshakeAffiliates

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

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