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Building 2BONDBLOXX

Map pinLARKSPUR, CA
Phone800-896-5089
NotebookSEC #801-122836
Total AUM
$7.2B
Employees
32
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 LARKSPUR LANDING CIRCLE
SUITE 250
LARKSPUR
CA 94939
United States
Operating Hours
9:00AM - 6:00PM
Monday - Friday
Phone
800-896-5089

ReceiptFinancials

Total AUM
$7.2B
Accounts
27
Discretionary
$7.2B
Accounts
27
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
27
AUM
$7.2B

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANY

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

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