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Building 2BLOCK WEALTH MANAGEMENT, INC

Map pinSAN DIEGO, CA
Phone760-796-5550
NotebookSEC #801-68795
Total AUM
$53.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4909 MURPHY CANYON ROAD
SUITE 130
SAN DIEGO
CA 92123
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
760-796-5550

ReceiptFinancials

Total AUM
$53.8M
Accounts
233
Discretionary
$40.8M
Accounts
226
Non-Discretionary
$12.9M
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO TRACKING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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