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Building 2TWENTY-FIVE CAPITAL PARTNERS

Map pinNEWPORT BEACH, CA
Phone9498492992
NotebookSEC #801-134731
Total AUM
$54.6M
Employees
3
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
417 29TH STREET
NEWPORT BEACH
CA 92663
United States
Operating Hours
9-5 PM
Monday - Friday
Phone
9498492992
Other Offices
1

ReceiptFinancials

Total AUM
$54.6M
Accounts
172
Discretionary
$54.6M
Accounts
172
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
51
AUM
$8M
HNW Individual Clients
20
AUM
$46.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TAX & WEALTH STRUCTURING, ESTATE & LEGACY PLANNING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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