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Building 2DECISION INVESTMENTS, INC.

Map pinSAN DIEGO, CA
Phone858-812-3026
NotebookSEC #801-132048
Total AUM
$154.9M
Employees
3
Clients
135

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4445 EASTGATE MALL
STE 200
SAN DIEGO
CA 92121
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
858-812-3026

ReceiptFinancials

Total AUM
$154.9M
Accounts
324
Discretionary
$154.9M
Accounts
324
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$38.9M
HNW Individual Clients
49
AUM
$116M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLLAORTXVA

HandshakeAffiliates

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

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