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Building 2MA WEALTH MANAGEMENT

Map pinLONG BEACH, CA
Phone562-437-5359
NotebookSEC #801-70700
Total AUM
$53.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1020 E. 7TH STREET
LONG BEACH
CA 90813
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
562-437-5359

ReceiptFinancials

Total AUM
$53.2M
Accounts
52
Discretionary
$53.2M
Accounts
52
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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