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Building 2ESSENTIAL PARTNERS LLC

Map pinRANCHO SANTA FE,, CA
Phone213-878-0074
NotebookSEC #801-126327
Total AUM
$401.1M
Employees
2
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16950 VIA DE SANTA FE
SUITE 5060-175
RANCHO SANTA FE,
CA 92067
United States
Operating Hours
APPOINTMENT ONLY
APPOINTMENT ONLY
Phone
213-878-0074
Other Offices
1

ReceiptFinancials

Total AUM
$401.1M
Accounts
309
Discretionary
$401.1M
Accounts
309
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
56
AUM
$357.1M
Investment Advisor Clients
1
AUM
$3.4M
Corporation or Business Clients
1
AUM
$40.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLANVTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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