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Building 2NEW WAVE FINANCIAL SERVICES

Map pin
Phone213-316-8641
NotebookSEC #801-134729
Total AUM
$121.6M
Employees
1
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
213-316-8641

ReceiptFinancials

Total AUM
$121.6M
Accounts
234
Discretionary
$121.6M
Accounts
234
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$6.5M
HNW Individual Clients
50
AUM
$115M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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