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Building 2STITES FINANCIAL CONSULTING

Map pinWILTON, CA
Phone916-601-1992
NotebookSEC #801-132438
Total AUM
$132.3M
Employees
2
Clients
265

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9516 CLAY STATION ROAD
WILTON
CA 95693
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
916-601-1992

ReceiptFinancials

Total AUM
$132.3M
Accounts
563
Discretionary
$132.3M
Accounts
563
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
191
AUM
$43M
HNW Individual Clients
73
AUM
$86.7M
Corporation or Business Clients
1
AUM
$2.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDTX

HandshakeAffiliates

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

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