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Building 2KNUFF & COMPANY LLC

Map pinFOSTER CITY, CA
Phone650-832-9010
NotebookSEC #801-113925
Total AUM
$393.9M
Employees
4
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
950 TOWER LANE
SUITE 1525
FOSTER CITY
CA 94404
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
650-832-9010

ReceiptFinancials

Total AUM
$393.9M
Accounts
28
Discretionary
$393.9M
Accounts
28
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
28
AUM
$385M
Pooled Vehicle Clients
1
AUM
$8.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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