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Building 2QUALITAS WEALTH COUNSEL

Map pinIRVINE, CA
Phone949-936-2575
NotebookSEC #801-69538
Total AUM
$5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18662 MACARTHUR BLVD SUITE 350
IRVINE
CA 92612
United States
Operating Hours
8:00AM-5:30PM
Monday - Friday
Phone
949-936-2575

ReceiptFinancials

Total AUM
$5M
Accounts
40
Discretionary
$5M
Accounts
40
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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