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Building 2BETTERWEALTH LLC

Map pinSAN JOSE, CA
Phone408-659-2390
NotebookSEC #801-96317
Total AUM
$659.9M
Employees
6
Clients
378

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1475 SARATOGA AVENUE
SUITE 200
SAN JOSE
CA 95129
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
408-659-2390
Other Offices
1

ReceiptFinancials

Total AUM
$659.9M
Accounts
1,349
Discretionary
$647.6M
Accounts
1,344
Non-Discretionary
$12.3M
Accounts
5

ContactClients

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Individual Clients
158
AUM
$44.7M
HNW Individual Clients
215
AUM
$602.6M
Pension/Profit Sharing Plan Clients
5
AUM
$12.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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