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Building 2LTS CAPITAL ADVISORS

Map pinMILL VALLEY, CA
Phone415-321-2950
NotebookSEC #801-66331
Total AUM
$147.3M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
104 TIBURON BOULEVARD
SUITE 200
MILL VALLEY
CA 94941
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
415-321-2950

ReceiptFinancials

Total AUM
$147.3M
Accounts
122
Discretionary
$96.7M
Accounts
90
Non-Discretionary
$50.6M
Accounts
32

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAKSTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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