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Building 2STONEKIMBRO

Map pinIRVINE, CA
Phone877-505-7177
NotebookSEC #801-123223
Total AUM
$20K
Employees
9
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19600 FAIRCHILD ROAD
SUITE 250
IRVINE
CA 92612
United States
Operating Hours
9-5
Monday - Friday
Phone
877-505-7177
Other Offices
1

ReceiptFinancials

Total AUM
$20K
Accounts
2
Discretionary
$20K
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$20K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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