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Building 2RETIREMENT CAPITAL STRATEGIES, INC.

Map pinSAN JOSE, CA
Phone408-551-6100
NotebookSEC #801-70918
Total AUM
$305.2M
Employees
6
Clients
263

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1190 SARATOGA AVE., SUITE 140
SAN JOSE
CA 95129
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
408-551-6100

ReceiptFinancials

Total AUM
$305.2M
Accounts
627
Discretionary
$305.2M
Accounts
627
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
197
AUM
$79.7M
HNW Individual Clients
64
AUM
$218.9M
Charitable Organization Clients
1
AUM
$600.6K
Corporation or Business Clients
1
AUM
$5.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAORTXWA

HandshakeAffiliates

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

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