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Building 2WEALTHSPRING

Map pinLONG BEACH, CA
Phone562-491-4410
NotebookSEC #801-126563
Total AUM
$370.2M
Employees
7
Clients
411

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5000 AIRPORT PLAZA DRIVE, SUITE 245
LONG BEACH
CA 90815
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
562-491-4410
Other Offices
8

ReceiptFinancials

Total AUM
$370.2M
Accounts
922
Discretionary
$370.2M
Accounts
922
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
307
AUM
$120.2M
HNW Individual Clients
102
AUM
$243.9M
Charitable Organization Clients
1
AUM
$2.3M
Corporation or Business Clients
1
AUM
$3.8M

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
AZCACOIDLANVORTXWA

HandshakeAffiliates

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

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