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Building 2AMERICAN FUNDSTARS

Map pinIRVINE, CA
Phone949-877-8838
NotebookSEC #801-126339
Total AUM
$332.7M
Employees
14
Clients
463

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 PARK PLAZA
SUITE 210
IRVINE
CA 92614
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
949-877-8838

ReceiptFinancials

Total AUM
$332.7M
Accounts
489
Discretionary
$18.9M
Accounts
24
Non-Discretionary
$313.8M
Accounts
465

ContactClients

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HNW Individual Clients
421
AUM
$190.7M
Pooled Vehicle Clients
3
AUM
$25M
Corporation or Business Clients
39
AUM
$117M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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