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Building 2BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

Map pinPOWAY, CA
Phone858-513-8445
NotebookSEC #801-129456
Total AUM
$306.3M
Employees
7
Clients
507

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14259 DANIELSON ST.
POWAY
CA 92064
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
858-513-8445

ReceiptFinancials

Total AUM
$306.3M
Accounts
1,412
Discretionary
$306.3M
Accounts
1,412
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
341
AUM
$71.9M
HNW Individual Clients
165
AUM
$231.9M
Charitable Organization Clients
1
AUM
$2.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PENSION CONSULTING FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLLAORTXWA

HandshakeAffiliates

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

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