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Building 2DCA FAMILY OFFICE, LLC

Map pinROSEVILLE, CA
Phone(279) 221-2144
NotebookSEC #801-128127
Total AUM
$119.9M
Employees
16
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3721 DOUGLAS BLVD
SUITE 350
ROSEVILLE
CA 95661
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(279) 221-2144

ReceiptFinancials

Total AUM
$119.9M
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$119.9M
Accounts
1

ContactClients

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Corporation or Business Clients
1
AUM
$119.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

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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