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Building 2EXPAND FINANCIAL GROUP, LLC

Map pin
Phone916-521-5451
NotebookSEC #801-134940
Total AUM
$113.5M
Employees
11
Clients
326

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
916-521-5451
Other Offices
5

ReceiptFinancials

Total AUM
$113.5M
Accounts
745
Discretionary
$97.2M
Accounts
665
Non-Discretionary
$16.2M
Accounts
80

ContactClients

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Individual Clients
232
AUM
$31.4M
HNW Individual Clients
65
AUM
$70M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
20
AUM
$11.8M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
3
AUM
$306.8K

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
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCAFLIDLAMTNVNYOHORPATNTXWA

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

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