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Building 2BISHOP WEALTH MANAGEMENT, LLC

Map pinSAN FRANCISCO, CA
Phone4152596186
NotebookSEC #801-80886
Total AUM
$176.2M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 MARKET STREET
SUITE 3600
SAN FRANCISCO
CA 94105
United States
Operating Hours
8:00 TO 6:00
Monday - Friday
Phone
4152596186

ReceiptFinancials

Total AUM
$176.2M
Accounts
8
Discretionary
$176.2M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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