NISSIM & GAVIDIA WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC
CRD #287722 SEC #801-110460 WALNUT CREEK, CA 925-215-7771
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
2
Clients
0
Accounts
0
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2017 | $48.1M | $48.1M | $0 | 2 | 0 |
| Aug 2017 | $48.1M | $48.1M | $0 | 2 | 0 |
| Aug 2017 | $48.1M | $48.1M | $0 | 3 | 0 |
| Jul 2017 | $48.1M | $48.1M | $0 | 2 | 0 |
| May 2017 | $0 | $0 | $0 | 2 | 0 |
| Apr 2017 | $0 | $0 | $0 | 2 | 0 |
DateSep 2017
Total AUM$48.1M
Discretionary$48.1M
Non-Disc.$0
Employees2
Clients0
DateAug 2017
Total AUM$48.1M
Discretionary$48.1M
Non-Disc.$0
Employees2
Clients0
DateAug 2017
Total AUM$48.1M
Discretionary$48.1M
Non-Disc.$0
Employees3
Clients0
DateJul 2017
Total AUM$48.1M
Discretionary$48.1M
Non-Disc.$0
Employees2
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0