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Building 2KEY INVESTMENT TEAM

Map pinENCINO, CA
Phone818-205-1013
NotebookSEC #801-61016
Total AUM
$43.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16830 VENTURA BLVD
STE 515
ENCINO
CA 91436
United States
Operating Hours
6:00 AM TO 2:00 PM
Monday - Friday
Phone
818-205-1013

ReceiptFinancials

Total AUM
$43.3M
Accounts
379
Discretionary
$40.4M
Accounts
263
Non-Discretionary
$2.9M
Accounts
116

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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