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Building 2VIENNA ASSET MANAGEMENT LLC

Map pinSARATOGA, CA
Phone408-882-1770
NotebookSEC #801-122371
Total AUM
$256.5M
Employees
4
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14657 BIG BASIN WAY
SARATOGA
CA 95070
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
408-882-1770
Other Offices
2

ReceiptFinancials

Total AUM
$256.5M
Accounts
134
Discretionary
$256.5M
Accounts
134
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
134
AUM
$256.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges 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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