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Building 2TOTAL WEALTH MANAGEMENT INC.

Map pinSAN DIEGO, CA
Phone619-704-1500
NotebookSEC #801-70829
Total AUM
$102.9M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8880 RIO SAN DIEGO DRIVE
SUITE 800
SAN DIEGO
CA 92108
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
619-704-1500

ReceiptFinancials

Total AUM
$102.9M
Accounts
773
Discretionary
$102.9M
Accounts
773
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING AGREEMENTS

Shield checkCompliance

Disclosures

None reported

State Registrations
CAUT

HandshakeAffiliates

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

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