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Building 2PRIVATE CLIENT ADVISORS

Map pinSAN JOSE, CA
Phone408-856-6223
NotebookSEC #801-72667
Total AUM
$4M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1900 THE ALAMEDA
SUITE 300
SAN JOSE
CA 95126
United States
Operating Hours
9:00 AM - 3:00 PM
Monday - Friday
Phone
408-856-6223

ReceiptFinancials

Total AUM
$4M
Accounts
56
Discretionary
$4M
Accounts
56
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Violation Finding
State Registrations
AZCAIN

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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