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Building 2NF WEALTH MANAGEMENT, INC

Map pinSAN JOSE, CA
Phone408-343-0691
NotebookSEC #801-80763
Total AUM
$154.6M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4300 STEVENS CREEK BLVD, STE 117
SAN JOSE
CA 95129
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
408-343-0691

ReceiptFinancials

Total AUM
$154.6M
Accounts
705
Discretionary
$154.6M
Accounts
705
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHINVORTX

HandshakeAffiliates

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

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