Sign in
Create a free account
PORTOLA CREEK CAPITAL
SAN FRANCISCO, CA
415-990-9499
SEC #801-110284Total AUM
$32M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
44 TEHAMA STREET
SAN FRANCISCO
CA 94105
United States
SAN FRANCISCO
CA 94105
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
415-990-9499
Other Offices
2
Financials
Total AUM
$32M
Accounts
30Discretionary
$32M
Accounts
30Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.