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Building 2URSA FINANCIAL, LLC

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Phone415-275-2065
NotebookSEC #801-117785
Total AUM
$16.6M
Employees
1
Clients
118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
415-275-2065

ReceiptFinancials

Total AUM
$16.6M
Accounts
132
Discretionary
$16.6M
Accounts
132
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
115
AUM
$3.6M
HNW Individual Clients
3
AUM
$13M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNHNYTX

HandshakeAffiliates

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

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