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Building 2NESTYIELD ETFS

Map pinDOWNEY, CA
Phone866-475-5050
NotebookSEC #801-131316
Total AUM
$517.3M
Employees
3
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8141 2ND STREET
SUITE 305
DOWNEY
CA 90241
United States
Operating Hours
6 AM - 4 PM
Monday - Friday
Phone
866-475-5050

ReceiptFinancials

Total AUM
$517.3M
Accounts
3,033
Discretionary
$517.3M
Accounts
3,033
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
3
AUM
$185M
Investment Advisor Clients
1
AUM
$332.3M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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