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Building 2THE SOCIAL EQUITY GROUP, INC.

Map pinBERKELEY, CA
Phone(510) 644-9484
NotebookSEC #801-67244
Total AUM
$49.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2550 9TH STREET
SUITE 204A
BERKELEY
CA 94710
United States
Operating Hours
10 AM TO 5 PM
Monday - Friday
Phone
(510) 644-9484

ReceiptFinancials

Total AUM
$49.3M
Accounts
105
Discretionary
$49.3M
Accounts
105
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT ADVICE
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
CAILTX

HandshakeAffiliates

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

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