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Building 2FELL CAPITAL MANAGEMENT

Map pinNEWPORT BEACH, CA
Phone949-476-5056
NotebookSEC #801-34774
Total AUM
$161.8M
Employees
1
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1001 DOVE STREET, SUITE 230
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:00 AM TO 6:30 PM
Monday - Friday
Phone
949-476-5056

ReceiptFinancials

Total AUM
$161.8M
Accounts
180
Discretionary
$161.8M
Accounts
180
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$16M
HNW Individual Clients
29
AUM
$136.6M
Pension/Profit Sharing Plan Clients
6
AUM
$9.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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