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Building 2ADVISOR PARTNERS, LLC

Map pinWALNUT CREEK, CA
Phone888-265-2257
NotebookSEC #801-60495
Total AUM
$1.9B
Employees
10
Clients
1,092

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2185 NORTH CALIFORNIA BLVD
SUITE 290
WALNUT CREEK
CA 94596-7103
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
888-265-2257

ReceiptFinancials

Total AUM
$1.9B
Accounts
1,092
Discretionary
$1.9B
Accounts
1,092
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
271
AUM
$171.3M
HNW Individual Clients
800
AUM
$1.7B
Investment Advisor Clients
2
AUM
$7.6M
Corporation or Business Clients
19
AUM
$30.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSTRUCTION OF MODEL SECURITIES PORTFOLIOS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTFLGAILINMAMDMIMNNCNHNJNMNVNYOHPASCTNTXUTVAWIWV

HandshakeAffiliates

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

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