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Building 2PRIVATE WEALTH ADVISORS

Map pinFRESNO, CA
Phone559-451-3463
NotebookSEC #801-68605
Total AUM
$451.2M
Employees
6
Clients
898

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1111 E HERNDON AVE
SUITE 109
FRESNO
CA 93720
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
559-451-3463
Other Offices
5

ReceiptFinancials

Total AUM
$451.2M
Accounts
1,102
Discretionary
$451.2M
Accounts
1,102
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
801
AUM
$136.6M
HNW Individual Clients
89
AUM
$301.5M
Pooled Vehicle Clients
2
AUM
$6.2M
Pension/Profit Sharing Plan Clients
4
AUM
$6.7M
Charitable Organization Clients
2
AUM
$212.5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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