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Building 2PGR SOLUTIONS, LLC

Map pinSAN JOSE, CA
Phone(408) 871-1590
NotebookSEC #801-62632
Total AUM
$676.2M
Employees
18
Clients
555

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2107 NORTH 1ST STREET
SUITE 415
SAN JOSE
CA 95131
United States
Operating Hours
8:00 AM - 3:00 PM
Monday - Friday
Phone
(408) 871-1590
Other Offices
1

ReceiptFinancials

Total AUM
$676.2M
Accounts
1,003
Discretionary
$675.1M
Accounts
991
Non-Discretionary
$1.1M
Accounts
12

ContactClients

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Individual Clients
408
AUM
$100.5M
HNW Individual Clients
73
AUM
$160.5M
Pension/Profit Sharing Plan Clients
72
AUM
$166M
Investment Advisor Clients
1
AUM
$247.5M
Corporation or Business Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOFLIDNEORTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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