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Building 2QUANTITATIVE FINANCIAL STRATEGIES

Map pin
Phone714-300-5143
NotebookSEC #801-135867
Total AUM
$156.2M
Employees
3
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
714-300-5143

ReceiptFinancials

Total AUM
$156.2M
Accounts
114
Discretionary
$90.8M
Accounts
109
Non-Discretionary
$65.4M
Accounts
5

ContactClients

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Individual Clients
5
AUM
$1.3M
HNW Individual Clients
22
AUM
$154.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMANCTX

HandshakeAffiliates

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

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