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Building 2STRONGHOLD FINANCIAL, LLC

Map pinSAN DIEGO, CA
Phone(858) 764-7126
NotebookSEC #801-79589
Total AUM
$38.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12760 HIGH BLUFF DRIVE
SUITE 120
SAN DIEGO
CA 92130
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(858) 764-7126

ReceiptFinancials

Total AUM
$38.9M
Accounts
779
Discretionary
$38.9M
Accounts
779
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
CAFLNV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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