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Building 2KRUMREI & ROSS, INC.

Map pinMORAGA, CA
Phone925-376-4712
NotebookSEC #801-18897
Total AUM
$121.9M
Employees
3
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 SCHOOL ST #101
MORAGA
CA 94556
United States
Operating Hours
8:30AM TO 5PM
Monday - Friday
Phone
925-376-4712

ReceiptFinancials

Total AUM
$121.9M
Accounts
184
Discretionary
$121.9M
Accounts
184
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
68
AUM
$20.2M
HNW Individual Clients
38
AUM
$100.9M
Pension/Profit Sharing Plan Clients
1
AUM
$752.3K

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
CAOR

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

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