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Building 2CRITERION WEALTH MANAGEMENT

Map pinVALENCIA, CA
Phone661-254-2543
NotebookSEC #801-67247
Total AUM
$58.3M
Employees
3
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26650 THE OLD ROAD
SUITE 110
VALENCIA
CA 91381
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
661-254-2543

ReceiptFinancials

Total AUM
$58.3M
Accounts
107
Discretionary
$58.3M
Accounts
107
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$37.9M
HNW Individual Clients
28
AUM
$20.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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