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Building 2NIM WEALTH SOLUTIONS

Map pinSAN JOSE, CA
Phone888 322 2009
NotebookSEC #801-135633
Total AUM
$116.8M
Employees
6
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1731 TECHNOLOGY DR.
STE 570
SAN JOSE
CA 95110
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
888 322 2009

ReceiptFinancials

Total AUM
$116.8M
Accounts
302
Discretionary
$116.8M
Accounts
302
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
65
AUM
$45M
HNW Individual Clients
74
AUM
$71.8M

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

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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