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Building 2RED SEVEN

Map pinESCONDIDO, CA
Phone(760) 705-3520
NotebookSEC #801-136524
Total AUM
$104.4M
Employees
4
Clients
261

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
960 CANTERBURY PLACE SUITE 380
ESCONDIDO
CA 92025
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
(760) 705-3520
Other Offices
1

ReceiptFinancials

Total AUM
$104.4M
Accounts
823
Discretionary
$104.4M
Accounts
823
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
231
AUM
$56.5M
HNW Individual Clients
23
AUM
$42.8M
Pension/Profit Sharing Plan Clients
3
AUM
$2.7M
Charitable Organization Clients
4
AUM
$2.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCAMTTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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