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Building 2DOWSE SECURITIES MANAGEMENT CORP

Map pinNAPA, CA
Phone707-224-7546
NotebookSEC #801-13839
Total AUM
$71M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1303 JEFFERSON STREET, STE. 400A
NAPA
CA 94559
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
707-224-7546

ReceiptFinancials

Total AUM
$71M
Accounts
66
Discretionary
$69.5M
Accounts
65
Non-Discretionary
$1.5M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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