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Building 2PGP WEALTH SERVICES, LLC

Map pin
Phone818-842-5625
NotebookSEC #801-123430
Total AUM
$83.1M
Employees
1
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7:30 A.M. - 6:00 P.M.
Monday - Friday
Phone
818-842-5625

ReceiptFinancials

Total AUM
$83.1M
Accounts
49
Discretionary
$83.1M
Accounts
49
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$7.2M
HNW Individual Clients
27
AUM
$75.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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