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Building 2ABOUND FINANCIAL

Map pinGRANITE BAY, CA
Phone916-846-7780
NotebookSEC #801-128697
Total AUM
$428M
Employees
2
Clients
541

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4180 DOUGLAS BLVD
SUITE 200
GRANITE BAY
CA 95746
United States
Operating Hours
MON - THURS 8:30AM-5:30PM
FRIDAY 9AM - 1PM
Phone
916-846-7780
Other Offices
1

ReceiptFinancials

Total AUM
$428M
Accounts
1,563
Discretionary
$381M
Accounts
1,195
Non-Discretionary
$47M
Accounts
368

ContactClients

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Individual Clients
389
AUM
$123M
HNW Individual Clients
136
AUM
$291M
Pension/Profit Sharing Plan Clients
12
AUM
$9.5M
Charitable Organization Clients
4
AUM
$4.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDINLANCNHNVORTXWA

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

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