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Building 2TELLONE MANAGEMENT GROUP INC

Map pinANAHEIM HILLS, CA
Phone714-998-2290
NotebookSEC #801-29982
Total AUM
$505.3M
Employees
9
Clients
493

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6200 E. CANYON RIM RD
STE 201
ANAHEIM HILLS
CA 92807
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
714-998-2290

ReceiptFinancials

Total AUM
$505.3M
Accounts
495
Discretionary
$505.3M
Accounts
495
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
364
AUM
$108.9M
HNW Individual Clients
111
AUM
$198.6M
Pooled Vehicle Clients
5
AUM
$174.8M
Pension/Profit Sharing Plan Clients
11
AUM
$22.2M
Charitable Organization Clients
1
AUM
$78.2K
Corporation or Business Clients
1
AUM
$794.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCAIDLANVORTXWA

HandshakeAffiliates

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

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