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Building 2CAPITAL ANALYST

Map pinPASADENA, CA
Phone626-792-9605
NotebookSEC #801-64093
Total AUM
$225M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 SOUTH LAKE AVENUE
SUITE 301
PASADENA
CA 91101
USA
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
626-792-9605

ReceiptFinancials

Total AUM
$225M
Accounts
497
Discretionary
$140M
Accounts
109
Non-Discretionary
$85M
Accounts
388

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CANV

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

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