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Building 2EFFECTIVE ASSETS

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Phone510-549-2525
NotebookSEC #801-120391
Total AUM
$165.1M
Employees
2
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
510-549-2525

ReceiptFinancials

Total AUM
$165.1M
Accounts
410
Discretionary
$160M
Accounts
320
Non-Discretionary
$5.2M
Accounts
90

ContactClients

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Individual Clients
83
AUM
$32.8M
HNW Individual Clients
41
AUM
$121.1M
Pension/Profit Sharing Plan Clients
1
AUM
$9.9M
Charitable Organization Clients
1
AUM
$1.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMITX

HandshakeAffiliates

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

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