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Building 2ROWLING DOLD & ASSOCIATES LLP

Map pinSAN DIEGO, CA
Phone619-294-4800
NotebookSEC #801-56188
Total AUM
$152.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8889 RIO SAN DIEGO DRIVE, SUITE 202
SAN DIEGO
CA 92108
United States
Operating Hours
M-TH 8AM-4:30PM, FR 8AM-1PM
Monday - Friday
Phone
619-294-4800

ReceiptFinancials

Total AUM
$152.2M
Accounts
650
Discretionary
$152.2M
Accounts
650
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMIVT

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

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