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Building 2KUBENCE

Map pin
Phone650-308-8398
NotebookSEC #801-133875
Total AUM
$570K
Employees
2
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPT
BY APPT
Phone
650-308-8398

ReceiptFinancials

Total AUM
$570K
Accounts
1
Discretionary
$570K
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$570K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SUB-ADVISER TO OTHER REGISTERED ADVISERS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMDPA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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