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Building 2SOCIALTRADER

Map pinSAN DIEGO, CA
Phone2097328731
NotebookSEC #801-128322
Total AUM
$73.1K
Employees
4
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 B STREET SUITE 1960
SAN DIEGO
CA 92101
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
2097328731

ReceiptFinancials

Total AUM
$73.1K
Accounts
31
Discretionary
$0
Accounts
0
Non-Discretionary
$73.1K
Accounts
31

ContactClients

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Individual Clients
23
AUM
$61.7K
HNW Individual Clients
8
AUM
$11.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Performance-BasedCharges Subscription Fee

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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