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Building 2WELLSOURCE CAPITAL PARTNERS, LLC

Map pinSAN LUIS OBISPO, CA
Phone805-546-1000
NotebookSEC #801-77966
Total AUM
$109M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1880 SANTA BARBARA AVE
SUITE 240
SAN LUIS OBISPO
CA 93401
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
805-546-1000

ReceiptFinancials

Total AUM
$109M
Accounts
280
Discretionary
$109M
Accounts
280
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges 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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