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Building 2APPIAN WAY FINANCIAL

Map pinPASADENA, CA
Phone(626) 210-2660
NotebookSEC #801-131263
Total AUM
$142.9M
Employees
1
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
680 E COLORADO BLVD
STE 180
PASADENA
CA 91101
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT ONLY
Phone
(626) 210-2660

ReceiptFinancials

Total AUM
$142.9M
Accounts
316
Discretionary
$138M
Accounts
298
Non-Discretionary
$4.9M
Accounts
18

ContactClients

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Individual Clients
81
AUM
$66.9M
HNW Individual Clients
23
AUM
$55.3M
Charitable Organization Clients
1
AUM
$20.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges 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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