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Building 2BERILIUM

Map pinLAKE FOREST, CA
Phone(640) 300-0475
NotebookSEC #801-128216
Total AUM
$4.5M
Employees
2
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23792 ROCKFIELD BLVD., SUITE 101
LAKE FOREST
CA 92630
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(640) 300-0475

ReceiptFinancials

Total AUM
$4.5M
Accounts
42
Discretionary
$3.2M
Accounts
32
Non-Discretionary
$1.3M
Accounts
10

ContactClients

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Individual Clients
39
AUM
$4.2M
HNW Individual Clients
1
AUM
$283.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILNE

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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