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Building 2LIFE&WEALTH ADVISORS, INC.

Map pinWALNUT CREEK, CA
Phone(925) 937-7800
NotebookSEC #801-64230
Total AUM
$42M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1399 YGNACIO VALLEY ROAD
SUITE 29
WALNUT CREEK
CA 94598
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(925) 937-7800

ReceiptFinancials

Total AUM
$42M
Accounts
251
Discretionary
$41.3M
Accounts
233
Non-Discretionary
$702.4K
Accounts
18

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARING THIRD PARTY ASSET MANAGEMENT FEES

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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