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Building 2GBS ADVISORS

Map pinSANTA ROSA, CA
Phone707-568-2400
NotebookSEC #801-60744
Total AUM
$811.3M
Employees
21
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
558 B STREET
SANTA ROSA
CA 95401-5274
United States
Operating Hours
7-4
Monday - Friday
Phone
707-568-2400

ReceiptFinancials

Total AUM
$811.3M
Accounts
354
Discretionary
$727.1M
Accounts
166
Non-Discretionary
$84.1M
Accounts
188

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
AKAZCACOFLGAHIIAIDILKSMEMIMNMOMTNENJNVNYOHORPATXUTWAWI

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

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