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Building 2ELITE PORTFOLIOS

Map pinCARMEL BY THE SEA, CA
Phone402-670-7704
NotebookSEC #801-128578
Total AUM
$322.1K
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
NW CORNER OCEAN AVENUE AND MISSION STREET
SECOND LEVEL
CARMEL BY THE SEA
CA 93921
United States
Operating Hours
8:00-18:00
Monday - Friday
Phone
402-670-7704

ReceiptFinancials

Total AUM
$322.1K
Accounts
2
Discretionary
$322.1K
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Advisor Clients
1
AUM
$322.1K

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Other Fee
Other Compensation
INVESTMENT MANAGEMENT FEE SHARING

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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