1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2401K MASTERS, LLC

Map pinLAFAYETTE, CA
Phone855-401-5238
NotebookSEC #801-80948
Total AUM
$6.3M
Employees
2
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3470 MT. DIABLO BOULEVARD
SUITE A210
LAFAYETTE
CA 94549
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
855-401-5238

ReceiptFinancials

Total AUM
$6.3M
Accounts
17
Discretionary
$0
Accounts
0
Non-Discretionary
$6.3M
Accounts
17

ContactClients

View more in analytics →

Individual Clients
17
AUM
$6.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account