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Building 2FINANCIAL AVENGERS, INC.

Map pinSAN FRANCISCO, CA
Phone415-773-2174
NotebookSEC #801-66516
Total AUM
$68.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
235 MONTGOMERY STREET
SUITE 724
SAN FRANCISCO
CA 94104
United States
Operating Hours
9:00 AM TO 6:00 PM
Monday - Friday
Phone
415-773-2174

ReceiptFinancials

Total AUM
$68.7M
Accounts
584
Discretionary
$65.3M
Accounts
581
Non-Discretionary
$3.4M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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