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Building 2DRAGON FINANCIAL GROUP

Map pinSAN MATEO, CA
Phone650-571-8888
NotebookSEC #801-79669
Total AUM
$134M
Employees
17
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1700 S. EL CAMINO REAL #200
SAN MATEO
CA 94402
United States
Operating Hours
9AM-6PM
Monday - Friday
Phone
650-571-8888

ReceiptFinancials

Total AUM
$134M
Accounts
911
Discretionary
$134M
Accounts
911
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SEMIANNUAL CHARGES

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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