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Building 2RAWDIN-BARON FINANCIAL, INC.

Map pinSAN DIEGO, CA
Phone858-483-7500
NotebookSEC #801-63960
Total AUM
$41.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4747 MORENA BLVD., SUITE 102
SAN DIEGO
CA 92117-3466
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
858-483-7500

ReceiptFinancials

Total AUM
$41.5M
Accounts
140
Discretionary
$41.5M
Accounts
140
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PLANNING PREPARATION SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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