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

Building 2INVESTMENT MANAGEMENT CONSULTANTS

Map pinLAS VEGAS, NV
Phone702-869-0330
NotebookSEC #801-63499
Total AUM
$185.2M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7390 W. SAHARA AVENUE
SUITE 290
LAS VEGAS
NV 89117
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
702-869-0330

ReceiptFinancials

Total AUM
$185.2M
Accounts
356
Discretionary
$67.8M
Accounts
348
Non-Discretionary
$117.4M
Accounts
8

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
401(K)/403(B)
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account