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Building 2GASBER & GRECU FINANCIAL ADVISORS, LLC

Map pinFOLSOM, CA
Phone916-985-2594
NotebookSEC #801-61118
Total AUM
$135.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
81 BLUE RAVINE ROAD, SUITE 250
FOLSOM
CA 95630
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
916-985-2594

ReceiptFinancials

Total AUM
$135.4M
Accounts
168
Discretionary
$135.4M
Accounts
168
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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

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