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Building 2STONE STEPS FINANCIAL, LLC

Map pinENCINITAS, CA
Phone760-456-7147
NotebookSEC #801-131412
Total AUM
$146.6M
Employees
6
Clients
138

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
533 SECOND STREET, SUITE 207
ENCINITAS
CA 92024
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
760-456-7147
Other Offices
6

ReceiptFinancials

Total AUM
$146.6M
Accounts
613
Discretionary
$146.6M
Accounts
613
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$49.4M
HNW Individual Clients
52
AUM
$97.2M

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
CAMNSDTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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