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Building 2JURIKA, MILLS & KEIFER, LLC

Map pinLAFAYETTE, CA
Phone(415) 677-5430
NotebookSEC #801-112830
Total AUM
$282.1M
Employees
4
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3595 MOUNT DIABLO BLVD
SUITE 300
LAFAYETTE
CA 94549
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
(415) 677-5430
Other Offices
1

ReceiptFinancials

Total AUM
$282.1M
Accounts
303
Discretionary
$282.1M
Accounts
303
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
39
AUM
$20.9M
HNW Individual Clients
55
AUM
$260.2M
Charitable Organization Clients
1
AUM
$940K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMANHNY

HandshakeAffiliates

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

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