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Building 2CAVES & ASSOCIATES

Map pinMANHATTAN BEACH, CA
Phone310-545-4179
NotebookSEC #801-77944
Total AUM
$191.3M
Employees
4
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1334 PARK VIEW AVE
STE #100
MANHATTAN BEACH
CA 90266
United States
Operating Hours
40
Monday - Friday
Phone
310-545-4179

ReceiptFinancials

Total AUM
$191.3M
Accounts
310
Discretionary
$185.8M
Accounts
306
Non-Discretionary
$5.5M
Accounts
4

ContactClients

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Individual Clients
17
AUM
$7.6M
HNW Individual Clients
41
AUM
$165.6M
Pension/Profit Sharing Plan Clients
9
AUM
$17.7M
Corporation or Business Clients
2
AUM
$353.6K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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