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Building 2APS ASSOCIATES

Map pinJACKSON, CA
Phone(209) 223-0460
NotebookSEC #801-71313
Total AUM
$45M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 SOUTH AVE
SUITE 1
JACKSON
CA 95642
United States
Operating Hours
8AM-4PM
Monday - Friday
Phone
(209) 223-0460

ReceiptFinancials

Total AUM
$45M
Accounts
350
Discretionary
$35M
Accounts
300
Non-Discretionary
$10M
Accounts
50

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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