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Building 2ASSET STRATEGIES & MANAGEMENT INC

Map pinCAMPBELL, CA
Phone408-364-9100
NotebookSEC #801-30085
Total AUM
$61.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 N THIRD ST, STE 201
CAMPBELL
CA 95008
United States
Operating Hours
8:00AM 5:00PM
Monday - Friday
Phone
408-364-9100

ReceiptFinancials

Total AUM
$61.4M
Accounts
310
Discretionary
$0
Accounts
0
Non-Discretionary
$61.4M
Accounts
310

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges 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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