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Building 2STRATEGIC FINANCIAL

Map pinGLENDORA, CA
Phone909-373-2885
NotebookSEC #801-57542
Total AUM
$53M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
180 N. GLENDORA AVE.
SUITE 202
GLENDORA
CA 91741
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
909-373-2885

ReceiptFinancials

Total AUM
$53M
Accounts
89
Discretionary
$800K
Accounts
4
Non-Discretionary
$52.2M
Accounts
85

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SPECIFIC PROJECT FEES

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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