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Building 2COMPOUND ADVISERS, INC.

Map pinSAN FRANCISCO, CA
Phone415-417-1180
NotebookSEC #801-122303
Total AUM
$316.9M
Employees
55
Clients
339

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
580 MARKET STREET #300
SAN FRANCISCO
CA 94104
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
415-417-1180
Other Offices
1

ReceiptFinancials

Total AUM
$316.9M
Accounts
339
Discretionary
$228.8M
Accounts
204
Non-Discretionary
$88.1M
Accounts
135

ContactClients

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Individual Clients
197
AUM
$63M
HNW Individual Clients
142
AUM
$253.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMANHNYPATXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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