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Building 2FARMHOUSE INVESTMENT MANAGEMENT LLC

Map pinLARKSPUR, CA
Phone415-870-9748
NotebookSEC #801-109003
Total AUM
$1.7B
Employees
3
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 LARKSPUR LANDING CIR
SUITE 140
LARKSPUR
CA 94939
United States
Operating Hours
9AM- 5PM
Monday - Friday
Phone
415-870-9748
Other Offices
1

ReceiptFinancials

Total AUM
$1.7B
Accounts
119
Discretionary
$474M
Accounts
56
Non-Discretionary
$1.2B
Accounts
63

ContactClients

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HNW Individual Clients
42
AUM
$1.6B
Charitable Organization Clients
1
AUM
$22.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CANV

HandshakeAffiliates

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

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