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Building 2BRAVE NEW WEALTH

Map pinWESTLAKE VILLAGE, CA
Phone8052439474
NotebookSEC #801-132706
Total AUM
$31.1M
Employees
1
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30700 RUSSELL RANCH ROAD
SUITE 250
WESTLAKE VILLAGE
CA 91362
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
8052439474

ReceiptFinancials

Total AUM
$31.1M
Accounts
59
Discretionary
$31.1M
Accounts
59
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$410.7K
HNW Individual Clients
9
AUM
$25M
Charitable Organization Clients
1
AUM
$5.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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