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Building 2GROSS DOMESTIC PRODUCT, INC

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Phone310-341-2890
NotebookSEC #801-133969
Total AUM
$139.4M
Employees
2
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPT ONLY
BY APPT ONLY
Phone
310-341-2890

ReceiptFinancials

Total AUM
$139.4M
Accounts
233
Discretionary
$139.4M
Accounts
233
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
26
AUM
$9.2M
HNW Individual Clients
39
AUM
$121.6M
Charitable Organization Clients
1
AUM
$1.7M
Corporation or Business Clients
3
AUM
$6.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CASH FLOW COACHING, CONCIERGE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

HandshakeAffiliates

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

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