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Building 2SLO MONEY MANAGERS

Map pinATASCADERO, CA
Phone(805) 460-7232
NotebookSEC #801-130860
Total AUM
$164.7M
Employees
2
Clients
148

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4555 EL CAMINO REAL
SUITE I
ATASCADERO
CA 93422
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(805) 460-7232

ReceiptFinancials

Total AUM
$164.7M
Accounts
538
Discretionary
$164.7M
Accounts
538
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
78
AUM
$38.9M
HNW Individual Clients
62
AUM
$101.4M
Pension/Profit Sharing Plan Clients
5
AUM
$19M
Corporation or Business Clients
3
AUM
$5.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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