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Building 2WHJR ASSOCIATES

Map pinCAMPBELL, CA
Phone408-376-0660
NotebookSEC #801-72791
Total AUM
$105K
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 NORTH THIRD STREET STE. 200
CAMPBELL
CA 95008
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Phone
408-376-0660

ReceiptFinancials

Total AUM
$105K
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$105K
Accounts
1

ContactClients

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Individual Clients
1
AUM
$105K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

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

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