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Building 2ELLA FINANCIAL ADVISING

Map pinOAKLAND, CA
Phone510-324-9487
NotebookSEC #801-135609
Total AUM
$106.9M
Employees
1
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5237 COLLEGE AVENUE
OAKLAND
CA 94618
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
510-324-9487

ReceiptFinancials

Total AUM
$106.9M
Accounts
226
Discretionary
$106.9M
Accounts
226
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$5.4M
HNW Individual Clients
32
AUM
$101.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual 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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