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Building 2PMREALTY ADVISORS, INC.

Map pinNEWPORT BEACH, CA
Phone949-219-5000
NotebookSEC #801-21706
Total AUM
$86K
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 NEWPORT CENTER DRIVE
SUITE 300
NEWPORT BEACH
CA 92660
USA
Operating Hours
8:00 A.M. TO 5:00 P.M..
Monday - Friday
Phone
949-219-5000

ReceiptFinancials

Total AUM
$86K
Accounts
6
Discretionary
$86K
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Market Timing
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingPending Regulatory ProceedingSRO Rule Violation
State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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