1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2XELAN INC

Map pinSAN DIEGO, CA
Phone619-232-0444
NotebookSEC #801-31985
Total AUM
$510M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 WEST A ST., STE 2210
SAN DIEGO
CA 92101
USA
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
619-232-0444

ReceiptFinancials

Total AUM
$510M
Accounts
3,086
Discretionary
$500M
Accounts
3,061
Non-Discretionary
$10M
Accounts
25

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationPending Civil ProceedingSRO Rule Violation
State Registrations
AKALARAZCACODEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNJNMNVNYOHOKORPASCSDTNTXUTVAWAWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account