1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PERSONAL FINANCIAL MANAGEMENT

Map pinCORONADO, CA
Phone619-435-1600
NotebookSEC #801-42879
Total AUM
$505.2M
Employees
2
Clients
102

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1001 B AVENUE
SUITE 307
CORONADO
CA 92118-3425
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
619-435-1600

ReceiptFinancials

Total AUM
$505.2M
Accounts
299
Discretionary
$359.1M
Accounts
264
Non-Discretionary
$146.1M
Accounts
35

ContactClients

View more in analytics →

Individual Clients
48
AUM
$14.4M
HNW Individual Clients
53
AUM
$464.3M
Charitable Organization Clients
1
AUM
$26.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account