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Building 2LAUREL WEALTH ADVISORS, INC.

Map pinSOLANA BEACH, CA
Phone858.459.1101
NotebookSEC #801-72334
Total AUM
$2.4B
Employees
40
Clients
2,027

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
990 HIGHLAND DRIVE
SUITE 205
SOLANA BEACH
CA 92075
United States
Operating Hours
7:00 AM - 5:00 PM
Monday - Friday
Phone
858.459.1101
Other Offices
13

ReceiptFinancials

Total AUM
$2.4B
Accounts
5,198
Discretionary
$2.1B
Accounts
4,338
Non-Discretionary
$330M
Accounts
860

ContactClients

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Individual Clients
1,763
AUM
$686.5M
HNW Individual Clients
162
AUM
$1.2B
Pension/Profit Sharing Plan Clients
56
AUM
$404.4M
Charitable Organization Clients
11
AUM
$4.1M
Corporation or Business Clients
35
AUM
$132.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO False Statement FindingSRO Rule Violation
State Registrations
AKAZCACOCTFLGAHIIDILINKSLAMAMDMIMNMTNCNENHNJNMNVNYOKORPATNTXUTVAWA

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

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