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Building 2CRITERION WEALTH MANAGEMENT

Map pinIRVINE, CA
Phone949-852-2288
NotebookSEC #801-56668
Total AUM
$29.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2601 MAIN STREET, STE 750
IRVINE
CA 92614
USA
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
949-852-2288

ReceiptFinancials

Total AUM
$29.5M
Accounts
51
Discretionary
$0
Accounts
0
Non-Discretionary
$29.5M
Accounts
51

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
STRUCTURED FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CANV

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

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