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Building 2ALPHA & OMEGA

Map pinLA MESA, CA
Phone619-462-7812
NotebookSEC #801-45517
Total AUM
$29.5M
Employees
10
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8580 LA MESA BLVD STE 100
LA MESA
CA 91942
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
619-462-7812

ReceiptFinancials

Total AUM
$29.5M
Accounts
246
Discretionary
$0
Accounts
0
Non-Discretionary
$29.5M
Accounts
246

ContactClients

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Individual Clients
246
AUM
$28.1M
HNW Individual Clients
2
AUM
$1.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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