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Building 2THE WEALTHGARDEN F.S. LLC

Map pinEL SEGUNDO, CA
Phone310-571-8489
NotebookSEC #801-129740
Total AUM
$227.6M
Employees
5
Clients
236

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1730 E. HOLLY AVE
SUITE 838
EL SEGUNDO
CA 90245
United States
Operating Hours
8 A.M. - 4 P.M.
Monday - Friday
Phone
310-571-8489
Other Offices
4

ReceiptFinancials

Total AUM
$227.6M
Accounts
633
Discretionary
$227.3M
Accounts
630
Non-Discretionary
$317.3K
Accounts
3

ContactClients

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Individual Clients
174
AUM
$139M
HNW Individual Clients
61
AUM
$85.5M
Charitable Organization Clients
1
AUM
$3.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TRUST AND ESTATE PLANNING COORDINATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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