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Building 2ZERMATT WEALTH PARTNERS

Map pinSAN DIEGO, CA
Phone619-491-0225
NotebookSEC #801-17502
Total AUM
$158.4M
Employees
6
Clients
211

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2251 SAN DIEGO AVE.
SUITE B-257
SAN DIEGO
CA 92110
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
619-491-0225
Other Offices
1

ReceiptFinancials

Total AUM
$158.4M
Accounts
531
Discretionary
$158.4M
Accounts
531
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
124
AUM
$24.3M
HNW Individual Clients
85
AUM
$128.9M
Pension/Profit Sharing Plan Clients
1
AUM
$915.5K
Corporation or Business Clients
1
AUM
$4.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANCOHSCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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