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Building 2IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT

Map pinCARLSBAD, CA
Phone866-927-5250
NotebookSEC #801-67945
Total AUM
$63M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2888 LOKER AVENUE EAST
SUITE 116
CARLSBAD
CA 92010
United States
Operating Hours
9:30 A.M. TO 3:00 P.M.
Monday - Friday
Phone
866-927-5250

ReceiptFinancials

Total AUM
$63M
Accounts
145
Discretionary
$43.1M
Accounts
126
Non-Discretionary
$19.9M
Accounts
19

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional 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 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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