1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SMART PORTFOLIO

Map pinBREA, CA
Phone858-898-8000
NotebookSEC #801-127212
Total AUM
$44.1M
Employees
2
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3230 E. IMPERIAL HIGHWAY
SUITE 300
BREA
CA 92821
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
858-898-8000

ReceiptFinancials

Total AUM
$44.1M
Accounts
60
Discretionary
$44.1M
Accounts
60
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
9
AUM
$1.1M
Pension/Profit Sharing Plan Clients
50
AUM
$41M
Corporation or Business Clients
1
AUM
$2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account