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

Building 2XELAN INVESTMENT SERVICES, INC.

Map pinSAN DIEGO, CA
Phone619-232-0444
NotebookSEC #801-60149
Total AUM
$821.1M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 WEST A STREET , SUITE 2210
SAN DIEGO
CA 92101-7909
USA
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
619-232-0444

ReceiptFinancials

Total AUM
$821.1M
Accounts
1,985
Discretionary
$821.1M
Accounts
1,985
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationSRO Rule Violation
State Registrations
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTWAWIWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

Feature requires an account