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Building 2REIS INVESTMENT MANAGEMENT, INC.

Map pin
Phone858-455-5522
NotebookSEC #801-65051
Total AUM
$123.6M
Employees
3
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00--4:30
Monday - Friday
Phone
858-455-5522

ReceiptFinancials

Total AUM
$123.6M
Accounts
230
Discretionary
$123.6M
Accounts
230
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16
AUM
$4.4M
HNW Individual Clients
39
AUM
$119.2M
Charitable Organization Clients
1
AUM
$35K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

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

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