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Building 2DOUBLE BAY MANAGEMENT & PLANNING

Map pinSAN FRANCISCO, CA
Phone800-494-3267
NotebookSEC #801-106587
Total AUM
$127M
Employees
1
Clients
33

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 CALIFORNIA STREET
SUITE 1500
SAN FRANCISCO
CA 94111
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
800-494-3267

ReceiptFinancials

Total AUM
$127M
Accounts
100
Discretionary
$127M
Accounts
100
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$1.3M
HNW Individual Clients
23
AUM
$104.5M
Pension/Profit Sharing Plan Clients
1
AUM
$21.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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