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Building 2NSHD WEALTH STRATEGIES, INC.

Map pinSAN DIEGO, CA
Phone858-795-2100
NotebookSEC #801-33937
Total AUM
$103.9M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10616 SCRIPPS SUMMIT COURT
SUITE 110
SAN DIEGO
CA 92131
USA
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
858-795-2100

ReceiptFinancials

Total AUM
$103.9M
Accounts
126
Discretionary
$103.9M
Accounts
126
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional 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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