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

Building 2SHIRA RIDGE WEALTH MANAGEMENT

Map pinSAN RAFAEL, CA
Phone415-721-0275
NotebookSEC #801-112766
Total AUM
$366.4M
Employees
6
Clients
281

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
999 FIFTH AVENUE
SUITE 590
SAN RAFAEL
CA 94901
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
415-721-0275
Other Offices
1

ReceiptFinancials

Total AUM
$366.4M
Accounts
841
Discretionary
$365.8M
Accounts
835
Non-Discretionary
$625.8K
Accounts
6

ContactClients

View more in analytics →

Individual Clients
152
AUM
$75.2M
HNW Individual Clients
125
AUM
$288.9M
Pension/Profit Sharing Plan Clients
4
AUM
$2.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVNYORTXWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account