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Building 2THE PACIFIC CENTER FOR FINANCIAL SERVICES

Map pinSAN RAMON, CA
Phone(925) 838-7700
NotebookSEC #801-55119
Total AUM
$960.6M
Employees
4
Clients
781

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 CROW CANYON PLACE
SUITE 430
SAN RAMON
CA 94583
United States
Operating Hours
8:30 TO 5:00 (2:00 FRIDAYS)
Monday - Friday
Phone
(925) 838-7700
Other Offices
4

ReceiptFinancials

Total AUM
$960.6M
Accounts
1,672
Discretionary
$901.7M
Accounts
1,564
Non-Discretionary
$58.9M
Accounts
108

ContactClients

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Individual Clients
450
AUM
$162.9M
HNW Individual Clients
331
AUM
$797.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLHINVORTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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