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Building 2HCM WEALTH

Map pinSAN RAFAEL, CA
Phone415-464-5650
NotebookSEC #801-48519
Total AUM
$941.7M
Employees
7
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1101 FIFTH AVENUE
SUITE 160
SAN RAFAEL
CA 94901
United States
Operating Hours
8:00AM TO 4:30PM
Monday - Friday
Phone
415-464-5650

ReceiptFinancials

Total AUM
$941.7M
Accounts
779
Discretionary
$937.1M
Accounts
751
Non-Discretionary
$4.5M
Accounts
28

ContactClients

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Individual Clients
113
AUM
$94.4M
HNW Individual Clients
156
AUM
$739.5M
Pension/Profit Sharing Plan Clients
15
AUM
$54.5M
Charitable Organization Clients
4
AUM
$2.6M
Government Entity Clients
2
AUM
$29.1M
Corporation or Business Clients
6
AUM
$21.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)
State Registrations
CANVORTXWA

HandshakeAffiliates

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

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