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Building 2FINVEST

Map pinSAN FRANCISCO, CA
Phone6188233733
NotebookSEC #801-129242
Total AUM
$4.4M
Employees
3
Clients
534

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
425 2ND STREET
STE 601
SAN FRANCISCO
CA 94107
United States
Operating Hours
9-5
Monday - Friday
Phone
6188233733

ReceiptFinancials

Total AUM
$4.4M
Accounts
534
Discretionary
$4.4M
Accounts
534
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
534
AUM
$4.4M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

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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