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Building 2WEALTH STRATEGIES GROUP

Map pinNEWPORT BEACH, CA
Phone888-848-4144
NotebookSEC #801-128247
Total AUM
$16.3M
Employees
4
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2901 W. COAST HIGHWAY, SUITE 200
NEWPORT BEACH
CA 92663
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
888-848-4144

ReceiptFinancials

Total AUM
$16.3M
Accounts
102
Discretionary
$16.3M
Accounts
102
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$4.6M
HNW Individual Clients
13
AUM
$11.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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