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Building 2DEFENSIVE PORTFOLIO MANAGEMENT

Map pinSANTA MONICA, CA
Phone310-393-1900
NotebookSEC #801-61160
Total AUM
$20M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 WILSHIRE BLVD., STE 940
SANTA MONICA
CA 90401
USA
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
310-393-1900

ReceiptFinancials

Total AUM
$20M
Accounts
10
Discretionary
$0
Accounts
0
Non-Discretionary
$20M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

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

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