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Building 2MANEY WEALTH

Map pinSAN FRANCISCO, CA
Phone(415) 423-1142
NotebookSEC #801-135224
Total AUM
$9.4M
Employees
1
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2193 FILLMORE ST.
#63
SAN FRANCISCO
CA 94115
United States
Operating Hours
7:00 AM PT - 4:00 PM
Monday - Friday
Phone
(415) 423-1142

ReceiptFinancials

Total AUM
$9.4M
Accounts
8
Discretionary
$9.4M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
2
AUM
$9.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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