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Building 2ASI INVESTMENTS, LLC

Map pinLAFAYETTE, CA
Phone925-299-7782
NotebookSEC #801-65786
Total AUM
$135M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3675 MOUNT DIABLO BOULEVARD
SUITE 300
LAFAYETTE
CA 94549
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
925-299-7782

ReceiptFinancials

Total AUM
$135M
Accounts
2
Discretionary
$0
Accounts
0
Non-Discretionary
$135M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
LICENSE FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

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

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