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Building 2THE TAX PRACTICE, INC.

Map pinCAMPBELL, CA
Phone408-879-0399
NotebookSEC #801-68419
Total AUM
$38.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3131 S. BASCOM AVE
SUITE 250
CAMPBELL
CA 95008-6768
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
408-879-0399

ReceiptFinancials

Total AUM
$38.6M
Accounts
241
Discretionary
$38.6M
Accounts
241
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 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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