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Building 2EVERY SECURITIES LLC

Map pinSACRAMENTO, CA
Phone628-227-6078
NotebookSEC #801-131410
Total AUM
$122.7M
Employees
4
Clients
153

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1401 21ST ST
SACRAMENTO
CA 95811
United States
Operating Hours
9-5
Monday - Friday
Phone
628-227-6078
Other Offices
2

ReceiptFinancials

Total AUM
$122.7M
Accounts
144
Discretionary
$122.7M
Accounts
144
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
1
AUM
$0
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
144
AUM
$122.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINMAMINJNYORPATXWA

HandshakeAffiliates

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

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