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Building 2CAPITAL STRATEGIES & INVESTMENTS, INC.

Map pinSAN FRANCISCO, CA
Phone415-567-9428
NotebookSEC #801-67237
Total AUM
$54.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
490 JEFFERSON STREET
SAN FRANCISCO
CA 94109-1315
United States
Operating Hours
6:30 A.M-3:30 P.M.
Monday - Friday
Phone
415-567-9428

ReceiptFinancials

Total AUM
$54.5M
Accounts
140
Discretionary
$0
Accounts
0
Non-Discretionary
$54.5M
Accounts
140

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

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

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