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Building 2WILKINSON OWEN T & ASSOCIATES INC

Map pinMONROVIA, CA
Phone626-408-1595
NotebookSEC #801-23661
Total AUM
$50.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
513 SOUTH MYRTLE AVE
SUITE B
MONROVIA
CA 91016
United States
Operating Hours
7:00 A.M. - 3:00 P.M.
Monday - Friday
Phone
626-408-1595

ReceiptFinancials

Total AUM
$50.3M
Accounts
44
Discretionary
$50.3M
Accounts
44
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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