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Building 2PAGE CAPITAL PRIVATE WEALTH MANAGEMENT, LLC

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Phone925-216-4624
NotebookSEC #801-126526
Total AUM
$33.1M
Employees
1
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
6:30 AM TO 4:00 PM
Monday - Friday
Phone
925-216-4624

ReceiptFinancials

Total AUM
$33.1M
Accounts
23
Discretionary
$5.9M
Accounts
22
Non-Discretionary
$27.2M
Accounts
1

ContactClients

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Individual Clients
8
AUM
$396K
HNW Individual Clients
1
AUM
$32.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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