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

Building 2SP ASSET MANAGEMENT

Map pinCUPERTINO, CA
Phone408-257-7711
NotebookSEC #801-60660
Total AUM
$1.4B
Employees
2
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20380 TOWN CENTER LANE
SUITE 205
CUPERTINO
CA 95014
United States
Operating Hours
7:45 AM - 6:00 PM
Monday - Friday
Phone
408-257-7711

ReceiptFinancials

Total AUM
$1.4B
Accounts
606
Discretionary
$899M
Accounts
531
Non-Discretionary
$542M
Accounts
75

ContactClients

View more in analytics →

Individual Clients
40
AUM
$30M
HNW Individual Clients
135
AUM
$1.3B
Pension/Profit Sharing Plan Clients
1
AUM
$86M
Corporation or Business Clients
10
AUM
$25M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account