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Building 2SIENA WEALTH MANAGEMENT, INC.

Map pinSAN JOSE, CA
Phone408-244-3800
NotebookSEC #801-69178
Total AUM
$234.7M
Employees
5
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1550 THE ALAMEDA
SUITE 125
SAN JOSE
CA 95126
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
408-244-3800

ReceiptFinancials

Total AUM
$234.7M
Accounts
888
Discretionary
$0
Accounts
0
Non-Discretionary
$234.7M
Accounts
888

ContactClients

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Individual Clients
78
AUM
$194M
HNW Individual Clients
116
AUM
$40.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMT

HandshakeAffiliates

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

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