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Building 2JOHN ALEX CHEPLICK

Map pin
Phone415-457-8008
NotebookSEC #801-49429
Total AUM
$11.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
6AM - 2PM
Monday - Friday
Phone
415-457-8008

ReceiptFinancials

Total AUM
$11.7M
Accounts
19
Discretionary
$2.3M
Accounts
5
Non-Discretionary
$9.4M
Accounts
14

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly Fee

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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