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Building 2STEVENS FIRST PRINCIPLES INVESTMENT ADVISORS

Map pinIRVINE, CA
Phone949-251-9333
NotebookSEC #801-26834
Total AUM
$23.5K
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2040 MAIN STREET, SUITE 720
IRVINE
CA 92614
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
949-251-9333

ReceiptFinancials

Total AUM
$23.5K
Accounts
1
Discretionary
$23.5K
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$23.5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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