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Building 2GW FINANCIAL

Map pinRENO, NV
Phone714-850-0534
NotebookSEC #801-18321
Total AUM
$133.8M
Employees
3
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5470 KIETZKE LANE
SUITE 300
RENO
NV 89511
United States
Operating Hours
M-F 9AM-3PM
Monday - Friday
Phone
714-850-0534

ReceiptFinancials

Total AUM
$133.8M
Accounts
266
Discretionary
$117.4M
Accounts
253
Non-Discretionary
$16.4M
Accounts
13

ContactClients

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Individual Clients
41
AUM
$12.9M
HNW Individual Clients
52
AUM
$115.2M
Charitable Organization Clients
1
AUM
$2.1M
Corporation or Business Clients
1
AUM
$257.6K
Other Clients
1
AUM
$3.4M
Description of Other Clients
IRREVOCABLE TRUSTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLHIMNNVTX

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

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