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Building 2PIM FINANCIAL SERVICES INC

Map pinESCONDIDO, CA
Phone760-471-8536
NotebookSEC #801-46287
Total AUM
$5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1282 PACIFIC OAKS PLACE
ESCONDIDO
CA 92029
United States
Operating Hours
8-5
Monday - Friday
Phone
760-471-8536

ReceiptFinancials

Total AUM
$5M
Accounts
25
Discretionary
$0
Accounts
0
Non-Discretionary
$5M
Accounts
25

ContactClients

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None reported

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Services Offered
Financial Planning
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestySRO Rule Violation
State Registrations
CA

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

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