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Building 2DTS GROUP LLC

Map pinMILL VALLEY, CA
Phone415-322-4542
NotebookSEC #801-65114
Total AUM
$46.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
81 THROCKMORTON AVENUE, SUITE 201
MILL VALLEY
CA 94941-2486
United States
Operating Hours
8:00AM - 6:00PM
Monday - Friday
Phone
415-322-4542

ReceiptFinancials

Total AUM
$46.9M
Accounts
46
Discretionary
$46.1M
Accounts
44
Non-Discretionary
$829.6K
Accounts
2

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges 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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