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Building 2CHECK CAPITAL MANAGEMENT INC

Map pinCOSTA MESA, CA
Phone714-641-3579
NotebookSEC #801-29001
Total AUM
$2.4B
Employees
12
Clients
1,223

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
575 ANTON BLVD
STE 500
COSTA MESA
CA 92626-7685
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
714-641-3579

ReceiptFinancials

Total AUM
$2.4B
Accounts
2,408
Discretionary
$2.1B
Accounts
2,086
Non-Discretionary
$223.5M
Accounts
322

ContactClients

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HNW Individual Clients
1,192
AUM
$2.2B
Investment Company Clients
1
AUM
$45.8M
Corporation or Business Clients
30
AUM
$98.2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLGAHIIDILLAMDMIMNNCNENHNJNMNVNYOHORPATNTXUTVAWA

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

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