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Building 2ROWLING & ASSOCIATES

Map pinSAN DIEGO, CA
Phone619-295-0200
NotebookSEC #801-73164
Total AUM
$418.9M
Employees
15
Clients
302

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8889 RIO SAN DIEGO DR.
STE 202
SAN DIEGO
CA 92108
United States
Operating Hours
M-TH - 8AM TO 5PM; FRI: 8AM TO 1PM
Monday - Friday
Phone
619-295-0200

ReceiptFinancials

Total AUM
$418.9M
Accounts
1,024
Discretionary
$388.8M
Accounts
914
Non-Discretionary
$30.1M
Accounts
110

ContactClients

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Individual Clients
178
AUM
$66.4M
HNW Individual Clients
123
AUM
$350.5M
Corporation or Business Clients
1
AUM
$2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMIVA

HandshakeAffiliates

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

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