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

Building 2VARI INVESTOR SERVICES INC

Map pinLA JOLLA, CA
Phone858-454-3557
NotebookSEC #801-12741
Total AUM
$62.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7777 FAY AVE STE 230
LA JOLLA
CA 92037-4325
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
858-454-3557

ReceiptFinancials

Total AUM
$62.1M
Accounts
243
Discretionary
$61.7M
Accounts
242
Non-Discretionary
$400.7K
Accounts
1

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account