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Building 2PB CAPITAL

Map pinSIMI VALLEY, CA
Phone818-553-1626
NotebookSEC #801-124977
Total AUM
$28.4M
Employees
1
Clients
180

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
45 W EASY STREET
SUITE 37
SIMI VALLEY
CA 93065
United States
Operating Hours
7AM - 5PM
Monday - Friday
Phone
818-553-1626

ReceiptFinancials

Total AUM
$28.4M
Accounts
196
Discretionary
$0
Accounts
0
Non-Discretionary
$28.4M
Accounts
196

ContactClients

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Individual Clients
173
AUM
$15.6M
HNW Individual Clients
7
AUM
$12.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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