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Building 2LINDVALL CAPITAL MANAGEMENT, LLC

Map pinSAN LUIS OBISPO, CA
Phone805-781-6006
NotebookSEC #801-60787
Total AUM
$350M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1194 PACIFIC STREET
SUITE 205
SAN LUIS OBISPO
CA 93401
USA
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
805-781-6006

ReceiptFinancials

Total AUM
$350M
Accounts
3
Discretionary
$350M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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