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Building 2MY PORTFOLIO GUIDE, LLC

Map pinSEAL BEACH, CA
Phone(562)799-5595
NotebookSEC #801-129775
Total AUM
$201M
Employees
2
Clients
318

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3020 OLD RANCH PARKWAY
SUITE 300
SEAL BEACH
CA 90740
United States
Operating Hours
7:00 AM - 5:00 PM
Monday - Friday
Phone
(562)799-5595

ReceiptFinancials

Total AUM
$201M
Accounts
653
Discretionary
$201M
Accounts
653
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
190
AUM
$157.6M
HNW Individual Clients
125
AUM
$42.8M
Pension/Profit Sharing Plan Clients
3
AUM
$550.3K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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