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Building 2GLT WEALTH ADVISORS INC

Map pinCARLSBAD, CA
Phone760-431-8440
NotebookSEC #801-57259
Total AUM
$97M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5946 PRIESTLY DRIVE SUITE 200
CARLSBAD
CA 92008
USA
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
760-431-8440

ReceiptFinancials

Total AUM
$97M
Accounts
901
Discretionary
$0
Accounts
0
Non-Discretionary
$97M
Accounts
901

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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