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Building 2SELECT WEALTH ADVISORS, INC.

Map pinMODESTO, CA
Phone209-579-5900
NotebookSEC #801-69955
Total AUM
$12.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1101 SYLVAN AVE
SUITE C-203
MODESTO
CA 95350
United States
Operating Hours
8:00A.M. TO 5:00 P.M.
Monday - Friday
Phone
209-579-5900

ReceiptFinancials

Total AUM
$12.2M
Accounts
25
Discretionary
$0
Accounts
0
Non-Discretionary
$12.2M
Accounts
25

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 AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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