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245 INVESTMENTS LLC
CRD 330299
2108 N STREET #6798, SACRAMENTO, CA, 95816, United States
Phone
4153493256
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.5M
Discretionary AUM
$4.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.5M |
All web addresses on file
Official SEC filing: View on IAPD