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Building 2FIRST WALL STREET CORP.

Map pinLA JOLLA, CA
Phone(858) 454-3551
NotebookSEC #801-68790
Total AUM
$151M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 PROSPECT
SUITE 350
LA JOLLA
CA 92037
USA
Operating Hours
6:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
(858) 454-3551

ReceiptFinancials

Total AUM
$151M
Accounts
593
Discretionary
$100.8M
Accounts
353
Non-Discretionary
$50.2M
Accounts
240

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOCTFLMAMOMTNMORTXWA

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

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