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Building 2FQN

Map pinPASADENA, CA
Phone626-795-8220
NotebookSEC #801-56234
Total AUM
$39.2M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 EAST COLORADO BLVD
STE 900
PASADENA
CA 91101
USA
Operating Hours
8:00 AM PST TO 5:00 PM PST
Monday - Friday
Phone
626-795-8220

ReceiptFinancials

Total AUM
$39.2M
Accounts
1
Discretionary
$39.2M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Felony ConvictionOther Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CA

HandshakeAffiliates

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

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