1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NEXUS

Map pin
Phone650 391 4572
NotebookSEC #801-123072
Total AUM
$281.7K
Employees
3
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
650 391 4572

ReceiptFinancials

Total AUM
$281.7K
Accounts
41
Discretionary
$281.7K
Accounts
41
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
41
AUM
$281.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILLAMANENHNYSCTXWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account