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Building 2NBS FINANCIAL SERVICES, INC.

Map pinWESTLAKE VILLAGE, CA
Phone805.497.2497
NotebookSEC #801-21123
Total AUM
$273.3M
Employees
5
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
340 N WESTLAKE BLVD
STE 112
WESTLAKE VILLAGE
CA 91362
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
805.497.2497

ReceiptFinancials

Total AUM
$273.3M
Accounts
391
Discretionary
$273.3M
Accounts
390
Non-Discretionary
$30K
Accounts
1

ContactClients

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Individual Clients
82
AUM
$33.7M
HNW Individual Clients
49
AUM
$223.1M
Pension/Profit Sharing Plan Clients
6
AUM
$14.3M
Charitable Organization Clients
1
AUM
$1.2M
Corporation or Business Clients
2
AUM
$1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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