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Building 2STRATEGIC WEALTH CAPITAL

Map pinSAN FRANCISCO, CA
Phone415-780-7022
NotebookSEC #801-127930
Total AUM
$238.4M
Employees
5
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
345 CALIFORNIA STREET, 6TH FLOOR
SAN FRANCISCO
CA 94104
United States
Operating Hours
7:00AM - 5:00PM
Monday - Friday
Phone
415-780-7022

ReceiptFinancials

Total AUM
$238.4M
Accounts
370
Discretionary
$238.4M
Accounts
370
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
51
AUM
$78.6M
HNW Individual Clients
14
AUM
$153.9M
Corporation or Business Clients
1
AUM
$5.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYOHTXVA

HandshakeAffiliates

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

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