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Building 2C-J ADVISORY, INC.

Map pinSAN JOSE, CA
Phone408-345-2890
NotebookSEC #801-70334
Total AUM
$250.5M
Employees
4
Clients
267

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2060 THE ALAMEDA
SAN JOSE
CA 95126-1135
United States
Operating Hours
8 AM-5 PM
Monday - Friday
Phone
408-345-2890

ReceiptFinancials

Total AUM
$250.5M
Accounts
913
Discretionary
$250.5M
Accounts
913
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
178
AUM
$58.3M
HNW Individual Clients
77
AUM
$174.1M
Pension/Profit Sharing Plan Clients
7
AUM
$4.1M
Charitable Organization Clients
3
AUM
$13.9M
Corporation or Business Clients
2
AUM
$229K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANHORTXWA

HandshakeAffiliates

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

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