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Building 2PRIVATE FINANCIAL MANAGEMENT LLC

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Phone(925)254-3790
NotebookSEC #801-129838
Total AUM
$147.9M
Employees
1
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(925)254-3790

ReceiptFinancials

Total AUM
$147.9M
Accounts
215
Discretionary
$147.9M
Accounts
215
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
30
AUM
$147.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed 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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