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Building 2ONITUS CAPITAL, LLC

Map pinNEWPORT BEACH, CA
Phone860-918-4904
NotebookSEC #801-125781
Total AUM
$1.2M
Employees
1
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3857 BIRCH ST
PMB 5059
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Phone
860-918-4904

ReceiptFinancials

Total AUM
$1.2M
Accounts
25
Discretionary
$1.2M
Accounts
25
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$600K
HNW Individual Clients
7
AUM
$600K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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