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Building 2SAVEDAILY.COM, INC.

Map pinSEAL BEACH, CA
Phone562-795-7500
NotebookSEC #801-56892
Total AUM
$3.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3020 OLD RANCH PARKWAY
SUITE 140
SEAL BEACH
CA 90740
USA
Operating Hours
7:30 A.M. TO 5:30 P.M.
Monday - Friday
Phone
562-795-7500

ReceiptFinancials

Total AUM
$3.5M
Accounts
2,850
Discretionary
$260K
Accounts
415
Non-Discretionary
$3.2M
Accounts
2,435

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionMarket Timing
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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

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