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Building 2TRW INVESTMENTS

Map pinLOS ANGELES, CA
Phone800-343-0449
NotebookSEC #801-69203
Total AUM
$66.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 SOUTH GRAND AVENUE
24TH FLOOR
LOS ANGELES
CA 90071
United States
Operating Hours
6:30 AM TO 4:00 PM
Monday - Friday
Phone
800-343-0449

ReceiptFinancials

Total AUM
$66.3M
Accounts
286
Discretionary
$59.1M
Accounts
219
Non-Discretionary
$7.2M
Accounts
67

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

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 1 other business.

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