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Building 2ARTERBURN AND WATTERS, LLP

Map pin
Phone925-462-1120
NotebookSEC #801-60161
Total AUM
$2.3M
Employees
2
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 5:00 P.M.
MONDAY-THURSDAY
Phone
925-462-1120

ReceiptFinancials

Total AUM
$2.3M
Accounts
13
Discretionary
$0
Accounts
0
Non-Discretionary
$2.3M
Accounts
13

ContactClients

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Individual Clients
5
AUM
$2.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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