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Building 2TOW FINANCIAL ADVISORS

Map pinSHERMAN OAKS, CA
Phone818-906-9301
NotebookSEC #801-66995
Total AUM
$87.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14724 VENTURA BLVD
SUITE PH-1300
SHERMAN OAKS
CA 91403
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
818-906-9301

ReceiptFinancials

Total AUM
$87.1M
Accounts
47
Discretionary
$52.1M
Accounts
46
Non-Discretionary
$35M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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