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Building 2FINANCIAL TELESIS, INC.

Map pinSAN RAFAEL, CA
Phone415-526.2750
NotebookSEC #801-63974
Total AUM
$324.2M
Employees
215
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4340 REDWOOD HIGHWAY
B-60
SAN RAFAEL
CA 94903
United States
Operating Hours
8A.M. TO 5P.M.
Monday - Friday
Phone
415-526.2750

ReceiptFinancials

Total AUM
$324.2M
Accounts
1,100
Discretionary
$0
Accounts
0
Non-Discretionary
$324.2M
Accounts
1,100

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional 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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