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Building 2STW ASSOCIATES

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Phone415-460-6416
NotebookSEC #801-38647
Total AUM
$152.8M
Employees
1
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
VARIES
BY APPOINTMENT
Phone
415-460-6416

ReceiptFinancials

Total AUM
$152.8M
Accounts
15
Discretionary
$0
Accounts
0
Non-Discretionary
$152.8M
Accounts
15

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
15
AUM
$152.8M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
1
AUM
$0
Description of Other Clients
NONE

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX COMPLIANCE
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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