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Building 2COLTON WEALTH MANAGEMENT

Map pinARCADIA, CA
Phone626-726-4203
NotebookSEC #801-129801
Total AUM
$135.1M
Employees
3
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
148 E. FOOTHILL BLVD
SUITE 201
ARCADIA
CA 91006
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
626-726-4203

ReceiptFinancials

Total AUM
$135.1M
Accounts
268
Discretionary
$135.1M
Accounts
268
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
70
AUM
$39M
HNW Individual Clients
37
AUM
$93.7M
Pension/Profit Sharing Plan Clients
2
AUM
$2.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
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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