1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DHR INVESTMENT COUNSEL LTD

Map pinOAKLAND, CA
Phone510-596-2580
NotebookSEC #801-55162
Total AUM
$470.4M
Employees
4
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5435 COLLEGE AVE
SUITE 200
OAKLAND
CA 94618
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
510-596-2580

ReceiptFinancials

Total AUM
$470.4M
Accounts
727
Discretionary
$417.7M
Accounts
530
Non-Discretionary
$52.7M
Accounts
197

ContactClients

View more in analytics →

Individual Clients
68
AUM
$38.4M
HNW Individual Clients
88
AUM
$418.7M
Pension/Profit Sharing Plan Clients
1
AUM
$3.3M
Charitable Organization Clients
1
AUM
$10M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account