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Building 2WAYPOINT FINANCIAL ADVISORS

Map pinMODESTO, CA
Phone209-530-1515
NotebookSEC #801-58233
Total AUM
$50.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
909 FIFTEENTH STREET, SUITE 1
MODESTO
CA 95354-1130
USA
Operating Hours
8:30 AM-5:00 PM
Monday - Friday
Phone
209-530-1515

ReceiptFinancials

Total AUM
$50.8M
Accounts
341
Discretionary
$0
Accounts
0
Non-Discretionary
$50.8M
Accounts
341

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges 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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