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Building 2CANDIDE GROUP

Map pinOAKLAND, CA
Phone(510) 761-8150
NotebookSEC #801-118939
Total AUM
$123.6M
Employees
13
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1721 BROADWAY
SUITE 201
OAKLAND
CA 94612
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
(510) 761-8150
Other Offices
2

ReceiptFinancials

Total AUM
$123.6M
Accounts
16
Discretionary
$0
Accounts
0
Non-Discretionary
$123.6M
Accounts
16

ContactClients

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HNW Individual Clients
5
AUM
$63.2M
Charitable Organization Clients
6
AUM
$60.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
RESEARCH SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
CA

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

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