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Building 2TRI-STAR FINANCIAL

Map pinEL SEGUNDO, CA
Phone310-414-1500
NotebookSEC #801-78485
Total AUM
$49.4M
Employees
4
Clients
640

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 CONTINENTAL BOULEVARD
SUITE 310
EL SEGUNDO
CA 90245
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
310-414-1500

ReceiptFinancials

Total AUM
$49.4M
Accounts
1,109
Discretionary
$0
Accounts
0
Non-Discretionary
$49.4M
Accounts
1,109

ContactClients

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Individual Clients
636
AUM
$47.6M
HNW Individual Clients
1
AUM
$807.4K
Pension/Profit Sharing Plan Clients
2
AUM
$893.8K
Charitable Organization Clients
1
AUM
$21.5K

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
AZCACOCTFLILNJNVNYORTXWA

HandshakeAffiliates

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

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