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Building 2WWM FINANCIAL

Map pinCARSLBAD, CA
Phone(760) 692-5190
NotebookSEC #801-72588
Total AUM
$381.8M
Employees
8
Clients
570

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2131 PALOMAR AIRPORT RD.
SUITE 330
CARSLBAD
CA 92011
United States
Operating Hours
6:30AM - 4:00PM
Monday - Friday
Phone
(760) 692-5190

ReceiptFinancials

Total AUM
$381.8M
Accounts
1,682
Discretionary
$359.2M
Accounts
1,632
Non-Discretionary
$22.6M
Accounts
50

ContactClients

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Individual Clients
442
AUM
$98M
HNW Individual Clients
103
AUM
$262M
Pension/Profit Sharing Plan Clients
15
AUM
$17.8M
Corporation or Business Clients
10
AUM
$3.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILINLANVNYORTXUTWA

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

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