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Building 2CAPITAL FINANCIAL MANAGEMENT

Map pinSAN DIEGO, CA
Phone619-295-4883
NotebookSEC #801-62915
Total AUM
$35M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2221 CAMINO DEL RIO SOUTH
SUITE 303
SAN DIEGO
CA 92108-3718
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
619-295-4883

ReceiptFinancials

Total AUM
$35M
Accounts
284
Discretionary
$602K
Accounts
3
Non-Discretionary
$34.4M
Accounts
281

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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