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Building 2DISHMI CAPITAL, LLC

Map pinPASADENA, CA
Phone(323) 835-5560
NotebookSEC #801-132899
Total AUM
$215.1M
Employees
4
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
251 SOUTH LAKE AVE
SUITE 800
PASADENA
CA 91101
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(323) 835-5560
Other Offices
1

ReceiptFinancials

Total AUM
$215.1M
Accounts
160
Discretionary
$215.1M
Accounts
160
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
76
AUM
$215.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVNYTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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