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Building 2BETA WEALTH GROUP, INC

Map pinSAN DIEGO, CA
Phone858-207-3377
NotebookSEC #801-77060
Total AUM
$460.3M
Employees
3
Clients
380

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11421 W. BERNARDO COURT
SAN DIEGO
CA 92127
United States
Operating Hours
7:30AM - 4:30PM
Monday - Friday
Phone
858-207-3377
Other Offices
1

ReceiptFinancials

Total AUM
$460.3M
Accounts
383
Discretionary
$460.3M
Accounts
383
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
214
AUM
$64.2M
HNW Individual Clients
164
AUM
$387.6M
Pension/Profit Sharing Plan Clients
1
AUM
$7.6M
Charitable Organization Clients
1
AUM
$858.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SUB-MANAGEMENT AND CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCATXUTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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