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Building 2CHROME ADVISORS

Map pinSAN FRANCISCO, CA
Phone415-818-9005
NotebookSEC #801-119905
Total AUM
$67.8M
Employees
2
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
345 CALIFORNIA STREET, SUITE 600
SAN FRANCISCO
CA 94104
United States
Operating Hours
9 AM - 5PM
Monday - Friday
Phone
415-818-9005

ReceiptFinancials

Total AUM
$67.8M
Accounts
249
Discretionary
$55.7M
Accounts
170
Non-Discretionary
$12.1M
Accounts
79

ContactClients

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Individual Clients
57
AUM
$18.7M
HNW Individual Clients
20
AUM
$46.5M
Pension/Profit Sharing Plan Clients
1
AUM
$2.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO MONITORING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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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