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Building 2CHARTERED WEALTH PARTNERS, LP

Map pinBEVERLY HILLS, CA
Phone(323)868-6668
NotebookSEC #801-135245
Total AUM
$0
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9401 WILSHIRE BLVD.
SUITE 500
BEVERLY HILLS
CA 90212
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(323)868-6668

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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