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Building 2WEALTH TEAMS ALLIANCE

Map pinIRVINE, CA
Phone877-282-4768
NotebookSEC #801-122977
Total AUM
$223.9M
Employees
27
Clients
813

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15520 ROCKFIELD BLVD
SUITE G
IRVINE
CA 92618
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
877-282-4768
Other Offices
7

ReceiptFinancials

Total AUM
$223.9M
Accounts
985
Discretionary
$223.9M
Accounts
985
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
760
AUM
$151.4M
HNW Individual Clients
52
AUM
$65M
Charitable Organization Clients
1
AUM
$7.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLKSMNNJNMOHOKORSCTXWAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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