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Building 2AP INVESTMENT MANAGEMENT

Map pinMOUNTAIN VIEW, CA
Phone650-618-1091
NotebookSEC #801-132030
Total AUM
$27.9M
Employees
1
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 W EL CAMINO REAL
#180
MOUNTAIN VIEW
CA 94040
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
650-618-1091

ReceiptFinancials

Total AUM
$27.9M
Accounts
127
Discretionary
$27.9M
Accounts
127
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
40
AUM
$12.4M
HNW Individual Clients
14
AUM
$15.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATX

HandshakeAffiliates

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

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