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Building 2TICINO WEALTH

Map pinMISSION VIEJO, CA
Phone949-427-8104
NotebookSEC #801-133742
Total AUM
$400.2M
Employees
4
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27201 PUERTA REAL
SUITE #410
MISSION VIEJO
CA 92691
United States
Operating Hours
6:30 AM - 4:00 PM PT
Monday - Friday
Phone
949-427-8104

ReceiptFinancials

Total AUM
$400.2M
Accounts
775
Discretionary
$357.7M
Accounts
580
Non-Discretionary
$42.5M
Accounts
195

ContactClients

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Individual Clients
177
AUM
$83.7M
HNW Individual Clients
119
AUM
$316.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIAIDLANCSCTXUTWA

HandshakeAffiliates

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

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