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Building 2LOGOS WEALTH ADVISORS, INC.

Map pinRANCHO CUCAMONGA, CA
Phone909-581-7120
NotebookSEC #801-70013
Total AUM
$14M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9327 FAIRWAY VIEW PLACE
SUITE 106
RANCHO CUCAMONGA
CA 91730
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
909-581-7120

ReceiptFinancials

Total AUM
$14M
Accounts
204
Discretionary
$13M
Accounts
200
Non-Discretionary
$1M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly 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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