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Building 2RAI WEALTH MANAGEMENT

Map pinPLACENTIA, CA
Phone(714) 449-9696
NotebookSEC #801-131970
Total AUM
$159.7M
Employees
5
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
151 N. KRAEMER BLVD.
SUITE 105
PLACENTIA
CA 92870
United States
Operating Hours
MON - THURS: 8:30AM TO 3:30PM; FRI: BY APPT (FRI 8:30AM - 1:30PM TEL/EMAIL)
Monday - Friday
Phone
(714) 449-9696
Other Offices
2

ReceiptFinancials

Total AUM
$159.7M
Accounts
562
Discretionary
$159.7M
Accounts
562
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
210
AUM
$74.9M
HNW Individual Clients
37
AUM
$81.1M
Charitable Organization Clients
1
AUM
$3.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOTX

HandshakeAffiliates

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

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