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Building 2STADJUHAR WEALTH STRATEGISTS

Map pinROSEVILLE, CA
Phone916-721-1000
NotebookSEC #801-63325
Total AUM
$56.9M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1420 ROCKY RIDGE DRIVE
SUITE 140
ROSEVILLE
CA 95661
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
916-721-1000

ReceiptFinancials

Total AUM
$56.9M
Accounts
204
Discretionary
$56.9M
Accounts
204
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD-PARTY ADVISER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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