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Building 2SFE INVESTMENT COUNSEL

Map pinLOS ANGELES, CA
Phone213-612-0220
NotebookSEC #801-23506
Total AUM
$220.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 WILSHIRE BLVD.
SUITE 1950
LOS ANGELES
CA 90017
USA
Operating Hours
6:30 A.M. TO 3:30 P.M.
Monday - Friday
Phone
213-612-0220

ReceiptFinancials

Total AUM
$220.7M
Accounts
354
Discretionary
$200.9M
Accounts
332
Non-Discretionary
$19.8M
Accounts
22

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
CATX

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

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