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Building 2LM ADVISORS INC

Map pinSAN DIEGO, CA
Phone619-814-1400
NotebookSEC #801-22695
Total AUM
$862.5M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 B STREET
SUITE 920
SAN DIEGO
CA 92101
United States
Operating Hours
8.AM 6.PM
Monday - Friday
Phone
619-814-1400

ReceiptFinancials

Total AUM
$862.5M
Accounts
439
Discretionary
$851.1M
Accounts
434
Non-Discretionary
$11.4M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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