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Building 2CAVES & ASSOCIATES

Map pinMANHATTAN BEACH, CA
Phone310-545-4179
NotebookSEC #801-39728
Total AUM
$132.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1334 PARK VIEW AVE,STE 100
MANHATTAN BEACH
CA 90266
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
310-545-4179

ReceiptFinancials

Total AUM
$132.4M
Accounts
265
Discretionary
$128.2M
Accounts
253
Non-Discretionary
$4.2M
Accounts
12

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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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