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Building 2ABBREA CAPITAL, LLC

Map pinGREENBRAE, CA
Phone(415) 894-0077
NotebookSEC #801-101498
Total AUM
$1.2B
Employees
7
Clients
280

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 DRAKES LANDING RD.
SUITE 172
GREENBRAE
CA 94904
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
(415) 894-0077

ReceiptFinancials

Total AUM
$1.2B
Accounts
777
Discretionary
$1B
Accounts
691
Non-Discretionary
$146.2M
Accounts
86

ContactClients

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Individual Clients
42
AUM
$18.9M
HNW Individual Clients
225
AUM
$1.2B
Pension/Profit Sharing Plan Clients
8
AUM
$9.4M
Charitable Organization Clients
2
AUM
$4.5M
Corporation or Business Clients
3
AUM
$903.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLTX

HandshakeAffiliates

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

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