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Building 2DAI ADVISORS

Map pinMENLO PARK, CA
Phone510-709-7543
NotebookSEC #801-118426
Total AUM
$329.6M
Employees
1
Clients
285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3875 BOHANNON DRIVE
#4194
MENLO PARK
CA 94025
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
510-709-7543

ReceiptFinancials

Total AUM
$329.6M
Accounts
630
Discretionary
$66.7M
Accounts
78
Non-Discretionary
$263M
Accounts
552

ContactClients

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HNW Individual Clients
285
AUM
$329.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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