1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FLYTE

Map pinSAN FRANCISCO, CA
Phone(888) 812-2272
NotebookSEC #801-111037
Total AUM
$11.9M
Employees
14
Clients
13,929

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2021 FILLMORE ST
#85
SAN FRANCISCO
CA 94115
United States
Operating Hours
BY APPT ONLY
BY APPT ONLY
Phone
(888) 812-2272

ReceiptFinancials

Total AUM
$11.9M
Accounts
13,929
Discretionary
$0
Accounts
0
Non-Discretionary
$11.9M
Accounts
13,929

ContactClients

View more in analytics →

Individual Clients
13,929
AUM
$11.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other Fee
Other Compensation
NO COST

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

View all affiliates →

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

Feature requires an account