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Building 2VELLUM FINANCIAL, LLC

Map pinARROYO GRANDE, CA
Phone(805) 546-1000
NotebookSEC #801-70489
Total AUM
$40.7M
Employees
9
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
1238 E. GRAND AVENUE
ARROYO GRANDE
CA 93420
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(805) 546-1000

ReceiptFinancials

Total AUM
$40.7M
Accounts
269
Discretionary
$40.7M
Accounts
269
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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