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Building 2GFP WEALTH MANAGEMENT

Map pinTHOUSAND OAKS, CA
Phone805-494-8181
NotebookSEC #801-127509
Total AUM
$196.7M
Employees
1
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 W ROLLING OAKS DRIVE
SUITE 111
THOUSAND OAKS
CA 91361
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
805-494-8181

ReceiptFinancials

Total AUM
$196.7M
Accounts
198
Discretionary
$196.7M
Accounts
198
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$4.3M
HNW Individual Clients
41
AUM
$191M
Corporation or Business Clients
1
AUM
$1.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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