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Building 2STONNINGTON GROUP, LLC

Map pinPASADENA, CA
Phone(626) 469-8168
NotebookSEC #801-63081
Total AUM
$553M
Employees
2
Clients
255

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 S. LAKE AVE
SUITE 502
PASADENA
CA 91106
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(626) 469-8168

ReceiptFinancials

Total AUM
$553M
Accounts
576
Discretionary
$458.7M
Accounts
471
Non-Discretionary
$94.4M
Accounts
105

ContactClients

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Individual Clients
118
AUM
$38.2M
HNW Individual Clients
127
AUM
$464M
Pension/Profit Sharing Plan Clients
5
AUM
$37.1M
Charitable Organization Clients
3
AUM
$8.3M
Corporation or Business Clients
1
AUM
$5.4M
Other Clients
1
AUM
$13.2K
Description of Other Clients
FIRM ASSETS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
MORTGAGE ORIGINATION
Compensation Types
Charges Fixed 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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