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Building 2JUST PLANS, ETC

Map pinWALNUT CREEK, CA
Phone925-988-0330
NotebookSEC #801-57672
Total AUM
$55.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1399 YGNACIO VALLEY ROAD
SUITE 24
WALNUT CREEK
CA 94598
United States
Operating Hours
8:30AM - 4:00 PM
Monday - Friday
Phone
925-988-0330

ReceiptFinancials

Total AUM
$55.8M
Accounts
378
Discretionary
$51.8M
Accounts
314
Non-Discretionary
$3.9M
Accounts
64

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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