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Building 2DAAT ASSET MANAGEMENT

Map pinWESTLAKE VILLAGE, CA
Phone818-483-0700
NotebookSEC #801-69637
Total AUM
$26.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2660 TOWNSGATE ROAD
SUITE 740A
WESTLAKE VILLAGE
CA 91361
United States
Operating Hours
6:00 AM - 4:30 PM
Monday - Friday
Phone
818-483-0700

ReceiptFinancials

Total AUM
$26.9M
Accounts
225
Discretionary
$26.9M
Accounts
225
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementSecurities Ratings
Compensation Types
Charges CommissionCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CALAPATX

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

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