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Building 2SEEL & WRIGHT, LLC

Map pinPLEASANT HILL, CA
Phone925-246-7982
NotebookSEC #801-60474
Total AUM
$74.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
395 TAYLOR BLVD,
SUITE 107
PLEASANT HILL
CA 94523
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
925-246-7982

ReceiptFinancials

Total AUM
$74.5M
Accounts
145
Discretionary
$0
Accounts
0
Non-Discretionary
$74.5M
Accounts
145

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANVTXUTWA

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

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