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Building 2CIM PORTFOLIO ADVISORS

Map pinSAUSALITO, CA
Phone415-332-9050
NotebookSEC #801-35971
Total AUM
$18.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2330 MARINSHIP WAY, SUITE 220
SAUSALITO
CA 94965
USA
Operating Hours
6:30 - 3:00
Monday - Friday
Phone
415-332-9050

ReceiptFinancials

Total AUM
$18.3M
Accounts
4
Discretionary
$18.3M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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