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Building 2ENTREFOLIO WEALTH MANAGEMENT

Map pinOAKLAND, CA
Phone510-427-3202
NotebookSEC #801-120559
Total AUM
$10M
Employees
1
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
344 20TH ST
OAKLAND
CA 94612
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
510-427-3202

ReceiptFinancials

Total AUM
$10M
Accounts
37
Discretionary
$1M
Accounts
4
Non-Discretionary
$9M
Accounts
33

ContactClients

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Individual Clients
17
AUM
$10M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
CA

HandshakeAffiliates

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

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