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Building 2IFC

Map pinAUBURN, CA
Phone530-886-8550
NotebookSEC #801-133751
Total AUM
$152.5M
Employees
7
Clients
1,050

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
102 EL DORADO ST.
AUBURN
CA 95603
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
530-886-8550
Other Offices
3

ReceiptFinancials

Total AUM
$152.5M
Accounts
1,335
Discretionary
$152.5M
Accounts
1,335
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,020
AUM
$112.7M
HNW Individual Clients
28
AUM
$39.7M
Charitable Organization Clients
2
AUM
$35.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILMONCTX

HandshakeAffiliates

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

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