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Building 2SELBY WEALTH MANAGEMENT

Map pinEMERYVILLE, CA
Phone415-857-9670
NotebookSEC #801-131659
Total AUM
$544.8M
Employees
4
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2200 POWELL STREET
SUITE 350
EMERYVILLE
CA 94608
United States
Operating Hours
M-TH: 7:00AM PT TO 4:00PM PT; F: 7:00AM PT TO 3:00PM PT
Monday - Friday
Phone
415-857-9670

ReceiptFinancials

Total AUM
$544.8M
Accounts
480
Discretionary
$544.8M
Accounts
480
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
57
AUM
$22.6M
HNW Individual Clients
112
AUM
$454.3M
Pension/Profit Sharing Plan Clients
18
AUM
$54.4M
Charitable Organization Clients
1
AUM
$13.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTX

HandshakeAffiliates

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

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