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Building 2WALLENDER, TIMOTHY JOSEPH

Map pinMANHATTAN BEACH, CA
Phone310-318-3255
NotebookSEC #801-131292
Total AUM
$137.3M
Employees
1
Clients
289

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1129 HIGHLAND AVE #203
MANHATTAN BEACH
CA 90266
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
310-318-3255

ReceiptFinancials

Total AUM
$137.3M
Accounts
257
Discretionary
$137.3M
Accounts
257
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
257
AUM
$58.3M
HNW Individual Clients
32
AUM
$79M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges 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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