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Building 2GROVE

Map pinSAN FRANCISCO, CA
Phone415-323-6389
NotebookSEC #801-114503
Total AUM
$4M
Employees
17
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
487 BRYANT STREET
3RD FLOOR
SAN FRANCISCO
CA 94107
United States
Operating Hours
9:00 AM- 5:00 PM
Monday - Friday
Phone
415-323-6389
Other Offices
1

ReceiptFinancials

Total AUM
$4M
Accounts
42
Discretionary
$4M
Accounts
42
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$2.1M
HNW Individual Clients
1
AUM
$1.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
ONGOING FINANCIAL PLANNING SUBSCRIPTION
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
ONGOING FINANCIAL PLANNING SUBSCRIPTION FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILLAMAMDMNNJNYPATXVAWA

HandshakeAffiliates

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

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