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Building 2SESTANTE FAMILY OFFICE

Map pinCORONADO, CA
Phone619-268-6279
NotebookSEC #801-132433
Total AUM
$433.9M
Employees
4
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1330 ORANGE AVENUE
SUITE 250
CORONADO
CA 92118
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
619-268-6279

ReceiptFinancials

Total AUM
$433.9M
Accounts
16
Discretionary
$433.9M
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$4.9M
HNW Individual Clients
9
AUM
$425.7M
Corporation or Business Clients
2
AUM
$3.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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