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Building 2AISA INTERNATIONAL

Map pinDEVIZES
Phone0044-1672-569966
NotebookSEC #801-80308
Total AUM
$126.5M
Employees
8
Clients
242

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
UNIT 5, THE GRAIN STORE
MANOR FARM COATE
DEVIZES
SN10 3LP
United Kingdom
Operating Hours
9AM-5PM
Monday - Friday
Phone
0044-1672-569966

ReceiptFinancials

Total AUM
$126.5M
Accounts
236
Discretionary
$19.8M
Accounts
19
Non-Discretionary
$106.6M
Accounts
217

ContactClients

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Individual Clients
229
AUM
$106.6M
HNW Individual Clients
13
AUM
$19.8M

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

None reported

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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