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Building 2MACROFOCUS PORTFOLIOS

Map pin
Phone310-309-0678
NotebookSEC #801-70564
Total AUM
$1.1M
Employees
1
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM TO 5PM
Monday - Friday
Phone
310-309-0678

ReceiptFinancials

Total AUM
$1.1M
Accounts
4
Discretionary
$1.1M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1.1M
HNW Individual Clients
1
AUM
$0
Banking Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT ADVICE
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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