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Building 2INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

Map pinSAN DIEGO, CA
Phone858-384-5700
NotebookSEC #801-126652
Total AUM
$255.3M
Employees
8
Clients
390

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3160 CAMINO DEL RIO SOUTH
STE 313
SAN DIEGO
CA 92108
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
858-384-5700
Other Offices
1

ReceiptFinancials

Total AUM
$255.3M
Accounts
835
Discretionary
$242.7M
Accounts
830
Non-Discretionary
$12.6M
Accounts
5

ContactClients

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Individual Clients
343
AUM
$138.7M
HNW Individual Clients
41
AUM
$85.5M
Pension/Profit Sharing Plan Clients
5
AUM
$12.6M
Corporation or Business Clients
1
AUM
$18.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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