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Building 2FILIGREE WEALTH ADVISORS, LLC

Map pinIRVINE, CA
Phone949-989-2527
NotebookSEC #801-123362
Total AUM
$209.1M
Employees
3
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
530 TECHNOLOGY DRIVE
STE 100
IRVINE
CA 92618
United States
Operating Hours
9-5
Monday - Friday
Phone
949-989-2527

ReceiptFinancials

Total AUM
$209.1M
Accounts
212
Discretionary
$209.1M
Accounts
212
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$5.8M
HNW Individual Clients
27
AUM
$203.3M

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
AZCAORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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