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Building 2ACCELERATE RETIREMENT

Map pinALISO VIEJO, CA
Phone888-439-7071
NotebookSEC #801-127772
Total AUM
$315.4M
Employees
40
Clients
1,076

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 VANTIS DR., SUITE 330
ALISO VIEJO
CA 92656
United States
Operating Hours
7:30AM TO 4:30PM
Monday - Friday
Phone
888-439-7071
Other Offices
18

ReceiptFinancials

Total AUM
$315.4M
Accounts
905
Discretionary
$271.4M
Accounts
861
Non-Discretionary
$44M
Accounts
44

ContactClients

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Individual Clients
434
AUM
$144.7M
HNW Individual Clients
48
AUM
$114.6M
Pension/Profit Sharing Plan Clients
577
AUM
$18.4M
Corporation or Business Clients
5
AUM
$6.5M
Other Clients
12
AUM
$31.2M
Description of Other Clients
TRUSTS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIDILLAMAMDMIMSNCNJNMNVNYORPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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