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Building 2A&M INVESTMENT MANAGEMENT

Map pinSAN DIEGO, CA
Phone619-239-1445
NotebookSEC #801-26844
Total AUM
$85.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 B STREET, SUITE 2870
SAN DIEGO
CA 92101
USA
Operating Hours
7:00AM-4:00PM
Monday - Friday
Phone
619-239-1445

ReceiptFinancials

Total AUM
$85.7M
Accounts
249
Discretionary
$85.7M
Accounts
249
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

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 0 other businesses.

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