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Building 2ORDERLY FINANCE

Map pinWALNUT CREEK, CA
Phone415-432-9876
NotebookSEC #801-117809
Total AUM
$39.4M
Employees
1
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1501 N BROADWAY
#200
WALNUT CREEK
CA 94596
United States
Operating Hours
7 AM - 5 PM
Monday - Friday
Phone
415-432-9876

ReceiptFinancials

Total AUM
$39.4M
Accounts
87
Discretionary
$33.6M
Accounts
72
Non-Discretionary
$5.8M
Accounts
15

ContactClients

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Individual Clients
7
AUM
$1.9M
HNW Individual Clients
15
AUM
$37.5M

Briefcase businessServices

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