1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WEALTH RESOURCES GROUP

Map pinAGOURA HILLS, CA
Phone818-889-6700
NotebookSEC #801-57824
Total AUM
$83.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
28348 ROADSIDE DRIVE, SUITE 102B
AGOURA HILLS
CA 91301
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
818-889-6700

ReceiptFinancials

Total AUM
$83.5M
Accounts
482
Discretionary
$67.7M
Accounts
438
Non-Discretionary
$15.8M
Accounts
44

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account