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Building 2SEAPLANE PARTNERS, LLC

Map pinMILL VALLEY, CA
Phone(415) 688-4444
NotebookSEC #801-111868
Total AUM
$33.8M
Employees
3
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 SHORELINE HIGHWAY, SUITE B300
MILL VALLEY
CA 94941
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(415) 688-4444

ReceiptFinancials

Total AUM
$33.8M
Accounts
47
Discretionary
$33.8M
Accounts
47
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
26
AUM
$9.3M
HNW Individual Clients
7
AUM
$24M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$471.3K
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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