1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2Z & P INVESTMENT SERVICES, LLC

Map pinIRVINE, CA
Phone(949) 757-1750
NotebookSEC #801-62847
Total AUM
$63.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2192 DUPONT DRIVE, SUITE 205
IRVINE
CA 92612
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(949) 757-1750

ReceiptFinancials

Total AUM
$63.5M
Accounts
46
Discretionary
$0
Accounts
0
Non-Discretionary
$63.5M
Accounts
46

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account