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Building 2MARRICK WEALTH

Map pinIRVINE, CA
Phone949.258.9700
NotebookSEC #801-123646
Total AUM
$215.6M
Employees
3
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2211 MICHELSON DRIVE
SUITE 300
IRVINE
CA 92612
United States
Operating Hours
8:30AM - 4:30PM PST
Monday - Friday
Phone
949.258.9700

ReceiptFinancials

Total AUM
$215.6M
Accounts
323
Discretionary
$189.3M
Accounts
301
Non-Discretionary
$26.3M
Accounts
22

ContactClients

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Individual Clients
6
AUM
$1.6M
HNW Individual Clients
83
AUM
$209.9M
Pension/Profit Sharing Plan Clients
1
AUM
$4.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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

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