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Building 2HARRISON - DE CHARON, L.L.C.

Map pinSAN DIEGO, CA
Phone858-433-7002
NotebookSEC #801-67918
Total AUM
$186.1M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9915 MIRA MESA BLVD.
SUITE 140
SAN DIEGO
CA 92131-7003
United States
Operating Hours
9:00 TO 4:30PM
Monday - Friday
Phone
858-433-7002

ReceiptFinancials

Total AUM
$186.1M
Accounts
543
Discretionary
$186.1M
Accounts
543
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

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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