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Building 2PORTOLA PARTNERS

Map pinMENLO PARK, CA
Phone650-433-8779
NotebookSEC #801-117341
Total AUM
$5.6B
Employees
27
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1550 EL CAMINO REAL
STE 200
MENLO PARK
CA 94025-4100
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
650-433-8779
Other Offices
1

ReceiptFinancials

Total AUM
$5.6B
Accounts
1,719
Discretionary
$96.1M
Accounts
21
Non-Discretionary
$5.5B
Accounts
1,698

ContactClients

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HNW Individual Clients
48
AUM
$5.6B
Charitable Organization Clients
1
AUM
$0

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANJNYTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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