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Building 2MADRONE INVESTMENT ADVISORY, LLC

Map pinSAN RAFAEL, CA
Phone415-785-4585
NotebookSEC #801-121355
Total AUM
$254.3M
Employees
1
Clients
118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1101 5TH AVE
SUITE 310
SAN RAFAEL
CA 94901
United States
Operating Hours
9-5
Monday - Friday
Phone
415-785-4585

ReceiptFinancials

Total AUM
$254.3M
Accounts
375
Discretionary
$10.9M
Accounts
4
Non-Discretionary
$243.4M
Accounts
371

ContactClients

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Individual Clients
52
AUM
$37.4M
HNW Individual Clients
59
AUM
$203.5M
Pension/Profit Sharing Plan Clients
2
AUM
$10.3M
Charitable Organization Clients
1
AUM
$666K
Corporation or Business Clients
4
AUM
$2.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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