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Building 2GUIDED CHOICE ASSET MANAGEMENT, INC.

Map pinRENO, NV
Phone888-675-4532
NotebookSEC #801-61922
Total AUM
$8.5B
Employees
22
Clients
84,744

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 S VIRGINIA STREET
SUITE 310
RENO
NV 89501
United States
Operating Hours
9AM-5PM PST
Monday - Friday
Phone
888-675-4532

ReceiptFinancials

Total AUM
$8.5B
Accounts
84,744
Discretionary
$8.5B
Accounts
84,744
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
59,346
AUM
$1.1B
Pension/Profit Sharing Plan Clients
25,398
AUM
$7.5B

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
IMPLEMENTATION; PRO SVCS; REIMBURSEMENTS; RETAIL ADVICE SVCS SUB

Shield checkCompliance

Disclosures

None reported

State Registrations
NV

HandshakeAffiliates

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

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