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Building 2JONES WALL STREET INCORPORATED

Map pinWESTLAKE VILLAGE, CA
Phone805-374-2700
NotebookSEC #801-60351
Total AUM
$8.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
650 HAMPSHIRE ROAD
SUITE 100
WESTLAKE VILLAGE
CA 91361
USA
Operating Hours
8:00A.M. TO 5:00P.M.
Monday - Friday
Phone
805-374-2700

ReceiptFinancials

Total AUM
$8.3M
Accounts
20
Discretionary
$7.1M
Accounts
10
Non-Discretionary
$1.2M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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