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Building 2LENS INVESTMENTS

Map pin
Phone925-482-7500
NotebookSEC #801-96320
Total AUM
$6.5M
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
925-482-7500

ReceiptFinancials

Total AUM
$6.5M
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$6.5M
Accounts
1

ContactClients

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Charitable Organization Clients
1
AUM
$6.5M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT RESEARCH/FINANCIAL CONSULTING - NOT RESULTING IN A FINANCIAL PLAN
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 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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