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Building 2A&M INVESTMENT MANAGEMENT

Map pinSAN DIEGO, CA
Phone858-271-6350
NotebookSEC #801-61765
Total AUM
$133.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12121 SCRIPPS SUMMIT DRIVE
SUITE 350
SAN DIEGO
CA 92131
United States
Operating Hours
7:30AM-4:00PM
Monday - Friday
Phone
858-271-6350

ReceiptFinancials

Total AUM
$133.9M
Accounts
481
Discretionary
$133.9M
Accounts
481
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 AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLTX

HandshakeAffiliates

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

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