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Building 2THIELEN CAPITAL CORPORATION

Map pinLADERA RANCH, CA
Phone949-293-8345
NotebookSEC #801-132866
Total AUM
$126M
Employees
1
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
999 CORPORATE DRIVE
SUITE 100
LADERA RANCH
CA 92694
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
949-293-8345

ReceiptFinancials

Total AUM
$126M
Accounts
228
Discretionary
$126M
Accounts
228
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$5.2M
HNW Individual Clients
60
AUM
$120.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIL

HandshakeAffiliates

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

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