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Building 2WALES INVESTMENTS INC

Map pinSAN JOSE, CA
Phone408-944-9176
NotebookSEC #801-67886
Total AUM
$39.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2055 JUNCTION AVE SUITE 100
SAN JOSE
CA 95131
United States
Operating Hours
8:00A.M.-5:00P.M.
Monday - Friday
Phone
408-944-9176

ReceiptFinancials

Total AUM
$39.2M
Accounts
382
Discretionary
$35.6M
Accounts
375
Non-Discretionary
$3.6M
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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