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Building 2SVL INVESTMENT MANAGEMENT

Map pinPLACENTIA, CA
Phone714-986-2222
NotebookSEC #801-67395
Total AUM
$42.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1620 N. PLACENTIA AVE.
SUITE 100
PLACENTIA
CA 92870
United States
Operating Hours
9:45AM-5:00PM
Monday - Friday
Phone
714-986-2222

ReceiptFinancials

Total AUM
$42.9M
Accounts
209
Discretionary
$42.9M
Accounts
209
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CAIL

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

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