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Building 2MILLAR FINANCIAL

Map pinFREMONT, CA
Phone510-792-9395
NotebookSEC #801-64509
Total AUM
$68M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
39560 STEVENSON PLACE, SUITE 115
FREMONT
CA 94539-3074
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
510-792-9395

ReceiptFinancials

Total AUM
$68M
Accounts
260
Discretionary
$0
Accounts
0
Non-Discretionary
$68M
Accounts
260

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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