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Building 2BLOCK WEALTH MANAGEMENT, INC

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Phone(760) 796-5550
NotebookSEC #801-130376
Total AUM
$186.5M
Employees
1
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
(760) 796-5550

ReceiptFinancials

Total AUM
$186.5M
Accounts
229
Discretionary
$186.5M
Accounts
229
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$95.8M
HNW Individual Clients
47
AUM
$13.3M
Pension/Profit Sharing Plan Clients
5
AUM
$52.7M
Corporation or Business Clients
1
AUM
$24.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO TRACKING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANCNHTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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