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Building 2HYPHEN WEALTH MANAGEMENT

Map pinLAFAYETTE, CA
Phone408 314 7895
NotebookSEC #801-134270
Total AUM
$125.6M
Employees
3
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3569 MT. DIABLO BLVD.
STE 220
LAFAYETTE
CA 94549
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
408 314 7895

ReceiptFinancials

Total AUM
$125.6M
Accounts
193
Discretionary
$106.6M
Accounts
176
Non-Discretionary
$19M
Accounts
17

ContactClients

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Individual Clients
24
AUM
$14M
HNW Individual Clients
34
AUM
$111M
Corporation or Business Clients
1
AUM
$556.9K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CASC

HandshakeAffiliates

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

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