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Building 2SP ASSET MANAGEMENT LLC

Map pinCUPERTINO, CA
Phone408-257-7711
NotebookSEC #801-126698
Total AUM
$1.9B
Employees
3
Clients
212

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20380 TOWN CENTER LANE
STE 205
CUPERTINO
CA 95014
United States
Operating Hours
8:00 AM - 6:00 PM PST
Monday - Friday
Phone
408-257-7711

ReceiptFinancials

Total AUM
$1.9B
Accounts
897
Discretionary
$1.5B
Accounts
743
Non-Discretionary
$429.3M
Accounts
154

ContactClients

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HNW Individual Clients
207
AUM
$1.8B
Pooled Vehicle Clients
1
AUM
$14.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M
Corporation or Business Clients
3
AUM
$43.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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